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 | $38,007 | $53,127-28.5% | $86,590-56.1% | $70,131-45.8% |
| Participation rate | 56.7% | 65.3%-8.6pp | 73.5%-16.9pp | 69.5%-12.9pp |
| Annual return | 19.42% | 27.66%-8.2pp | 964.84%-945.4pp | 73.14%-53.7pp |
| Employer contribution / active EE | $2,288 | $2,068+10.6% | $2,839-19.4% | $2,342-2.3% |
| Participant deferral / active EE | $3,744 | $2,696+38.9% | $3,609+3.8% | $3,332+12.4% |
| Admin fee / account holder | $44 | $3,585-98.8% | $4,906-99.1% | $4,645-99.1% |