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 | $45,428 | $175,202-74.1% | $149,673-69.6% | $139,434-67.4% |
| Participation rate | 43.8% | 83.4%-39.6pp | 78.8%-35.0pp | 80.3%-36.6pp |
| Annual return | 26.90% | 166.71%-139.8pp | 134.42%-107.5pp | 372.94%-346.0pp |
| Employer contribution / active EE | $1,640 | $5,474-70.1% | $4,818-66.0% | $4,751-65.5% |
| Participant deferral / active EE | $4,636 | $6,519-28.9% | $5,680-18.4% | $6,710-30.9% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |