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 | $77,978 | $133,922-41.8% | $116,228-32.9% | $142,382-45.2% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.6%-13.4pp | 80.1%-19.0pp |
| Annual return | 14.73% | 147.76%-133.0pp | 90.06%-75.3pp | 217.08%-202.3pp |
| Employer contribution / active EE | $934 | $3,446-72.9% | $2,994-68.8% | $4,299-78.3% |
| Participant deferral / active EE | $4,442 | $5,672-21.7% | $4,953-10.3% | $6,507-31.7% |
| Admin fee / account holder | $8 | $14,945-99.9% | $11,989-99.9% | $12,624-99.9% |