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 | $32,144 | $114,381-71.9% | $107,525-70.1% | $142,382-77.4% |
| Participation rate | 30.8% | 78.1%-47.4pp | 75.1%-44.3pp | 80.1%-49.4pp |
| Annual return | 63.92% | 242.71%-178.8pp | 181.32%-117.4pp | 217.08%-153.2pp |
| Employer contribution / active EE | $4,714 | $4,015+17.4% | $3,754+25.6% | $4,299+9.6% |
| Participant deferral / active EE | $1,758 | $5,564-68.4% | $5,116-65.6% | $6,507-73.0% |
| Admin fee / account holder | $176 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |