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 | $51,920 | $135,952-61.8% | $123,892-58.1% | $273,961-81.0% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 12.78% | 56.63%-43.8pp | 47.52%-34.7pp | 41.45%-28.7pp |
| Employer contribution / active EE | $4,335 | $5,170-16.1% | $4,617-6.1% | $4,869-11.0% |
| Participant deferral / active EE | $4,721 | $6,343-25.6% | $5,984-21.1% | $5,287-10.7% |
| Admin fee / account holder | $227 | $9,817-97.7% | $8,357-97.3% | $10,132-97.8% |