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 7-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 | $41,540 | $81,233-48.9% | $155,567-73.3% | $80,874-48.6% |
| Participation rate | 36.0% | 66.2%-30.2pp | 78.2%-42.2pp | 67.6%-31.6pp |
| Annual return | 19.76% | 33.33%-13.6pp | 64.74%-45.0pp | 35.62%-15.9pp |
| Employer contribution / active EE | $1,206 | $3,101-61.1% | $4,674-74.2% | $2,756-56.2% |
| Participant deferral / active EE | $2,880 | $3,452-16.6% | $5,628-48.8% | $4,297-33.0% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |