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 6-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 | $33,157 | $228,332-85.5% | $185,823-82.2% | $158,922-79.1% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 23.35% | 40.80%-17.5pp | 35.95%-12.6pp | 302.83%-279.5pp |
| Employer contribution / active EE | $1,450 | $4,967-70.8% | $4,087-64.5% | $4,761-69.5% |
| Participant deferral / active EE | $5,143 | $6,415-19.8% | $5,632-8.7% | $5,982-14.0% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |