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 6-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 | $31,323 | $177,572-82.4% | $154,803-79.8% | $142,382-78.0% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.1%-35.2pp | 80.1%-37.3pp |
| Annual return | 17.59% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,083 | $4,810-77.5% | $4,305-74.8% | $4,299-74.8% |
| Participant deferral / active EE | $2,263 | $6,272-63.9% | $5,540-59.2% | $6,507-65.2% |
| Admin fee / account holder | $113 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |