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 | $39,737 | $183,519-78.3% | $155,509-74.4% | $145,922-72.8% |
| Participation rate | 63.2% | 82.7%-19.5pp | 78.2%-15.0pp | 80.3%-17.1pp |
| Annual return | 13.01% | 61.17%-48.2pp | 64.67%-51.7pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,694 | $5,313-68.1% | $4,672-63.7% | $4,660-63.6% |
| Participant deferral / active EE | $2,953 | $6,462-54.3% | $5,626-47.5% | $6,688-55.9% |
| Admin fee / account holder | $189 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |