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 8-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 | $35,226 | $83,477-57.8% | $125,175-71.9% | $72,985-51.7% |
| Participation rate | 57.1% | 73.3%-16.2pp | 79.8%-22.6pp | 69.5%-12.3pp |
| Annual return | 16.65% | 25.78%-9.1pp | 43.79%-27.1pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,541 | $2,345-34.3% | $3,865-60.1% | $2,440-36.8% |
| Participant deferral / active EE | $2,059 | $3,585-42.6% | $4,937-58.3% | $3,607-42.9% |
| Admin fee / account holder | $0 | $5,517-100.0% | $9,702-100.0% | $5,124-100.0% |