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 | $24,249 | $85,766-71.7% | $136,294-82.2% | $70,131-65.4% |
| Participation rate | 63.9% | 74.2%-10.3pp | 81.9%-18.0pp | 69.5%-5.7pp |
| Annual return | 25.10% | 31.45%-6.4pp | 5155.94%-5130.8pp | 73.14%-48.0pp |
| Employer contribution / active EE | $5,374 | $2,966+81.2% | $4,695+14.5% | $2,342+129.4% |
| Participant deferral / active EE | $4,798 | $5,051-5.0% | $6,247-23.2% | $3,332+44.0% |
| Admin fee / account holder | $63 | $5,420-98.8% | $9,243-99.3% | $4,645-98.7% |