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 5-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 | $35,633 | $74,888-52.4% | $71,209-50.0% | $142,382-75.0% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 21.27% | 345.14%-323.9pp | 282.51%-261.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,631 | $2,854-42.9% | $2,721-40.1% | $4,299-62.1% |
| Participant deferral / active EE | $6,040 | $4,454+35.6% | $4,175+44.7% | $6,507-7.2% |
| Admin fee / account holder | $268 | $5,568-95.2% | $5,349-95.0% | $12,624-97.9% |