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 | $23,457 | $74,888-68.7% | $71,209-67.1% | $142,382-83.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 25.66% | 345.14%-319.5pp | 282.51%-256.8pp | 217.08%-191.4pp |
| Employer contribution / active EE | $1,099 | $2,854-61.5% | $2,721-59.6% | $4,299-74.4% |
| Participant deferral / active EE | $1,796 | $4,454-59.7% | $4,175-57.0% | $6,507-72.4% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |