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 10-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 | $67,820 | $104,907-35.4% | $84,611-19.8% | $152,861-55.6% |
| Participation rate | 37.5% | 74.8%-37.3pp | 68.2%-30.7pp | 82.4%-44.9pp |
| Annual return | 26.91% | 373.79%-346.9pp | 258.74%-231.8pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,272 | $3,302-61.5% | $2,652-52.0% | $4,762-73.3% |
| Participant deferral / active EE | $3,840 | $4,688-18.1% | $3,899-1.5% | $5,850-34.4% |
| Admin fee / account holder | $231 | $6,241-96.3% | $4,912-95.3% | $11,596-98.0% |