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 | $67,180 | $183,592-63.4% | $155,567-56.8% | $145,959-54.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.89% | 61.24%-46.4pp | 64.74%-49.8pp | 561.95%-547.1pp |
| Employer contribution / active EE | $1,629 | $5,315-69.4% | $4,674-65.2% | $4,661-65.1% |
| Participant deferral / active EE | $2,026 | $6,464-68.7% | $5,628-64.0% | $6,689-69.7% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |