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 7-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 | $90,454 | $172,111-47.4% | $150,298-39.8% | $137,256-34.1% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 18.55% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $3,736 | $4,636-19.4% | $4,154-10.1% | $4,156-10.1% |
| Participant deferral / active EE | $4,707 | $6,166-23.7% | $5,453-13.7% | $6,407-26.5% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |