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 10-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 | $36,687 | $99,341-63.1% | $84,750-56.7% | $273,961-86.6% |
| Participation rate | 63.2% | 80.7%-17.5pp | 76.6%-13.4pp | 83.0%-19.9pp |
| Annual return | 6.73% | 22.93%-16.2pp | 22.78%-16.1pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,528 | $4,214-63.7% | $3,574-57.3% | $4,869-68.6% |
| Participant deferral / active EE | $2,952 | $4,269-30.8% | $3,712-20.5% | $5,287-44.2% |
| Admin fee / account holder | $125 | $6,644-98.1% | $5,332-97.7% | $10,132-98.8% |