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 | $31,119 | $168,632-81.5% | $147,614-78.9% | $125,391-75.2% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | 0.51% | 77.65%-77.1pp | 61.98%-61.5pp | 282.22%-281.7pp |
| Employer contribution / active EE | $3,238 | $6,252-48.2% | $5,564-41.8% | $4,866-33.5% |
| Participant deferral / active EE | $2,864 | $5,507-48.0% | $4,895-41.5% | $5,352-46.5% |
| Admin fee / account holder | $99 | $13,580-99.3% | $11,611-99.1% | $9,540-99.0% |