See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,294 | $157,256-84.6% | $141,162-82.8% | $152,861-84.1% |
| Participation rate | 53.3% | 84.8%-31.5pp | 82.5%-29.1pp | 82.4%-29.1pp |
| Annual return | 28.77% | 64.32%-35.6pp | 71.39%-42.6pp | 345.32%-316.5pp |
| Employer contribution / active EE | $1,416 | $5,261-73.1% | $4,735-70.1% | $4,762-70.3% |
| Participant deferral / active EE | $2,874 | $7,109-59.6% | $6,709-57.2% | $5,850-50.9% |
| Admin fee / account holder | $4 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |