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 | $37,679 | $198,466-81.0% | $170,442-77.9% | $147,584-74.5% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 20.16% | 257.29%-237.1pp | 205.93%-185.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,614 | $6,184-73.9% | $5,433-70.3% | $4,876-66.9% |
| Participant deferral / active EE | $4,100 | $5,629-27.2% | $4,939-17.0% | $5,439-24.6% |
| Admin fee / account holder | $3 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |