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 9-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 | $38,197 | $96,484-60.4% | $75,886-49.7% | $152,861-75.0% |
| Participation rate | 31.6% | 76.2%-44.6pp | 69.3%-37.7pp | 82.4%-50.9pp |
| Annual return | 23.50% | 33.98%-10.5pp | 30.76%-7.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,205 | $3,309-63.6% | $2,500-51.8% | $4,762-74.7% |
| Participant deferral / active EE | $4,702 | $4,553+3.3% | $3,603+30.5% | $5,850-19.6% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |