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 | $27,232 | $49,922-45.5% | $80,569-66.2% | $75,163-63.8% |
| Participation rate | 33.3% | 55.3%-22.0pp | 67.0%-33.7pp | 67.2%-33.9pp |
| Annual return | 22.39% | 34.69%-12.3pp | 935.43%-913.0pp | 160.62%-138.2pp |
| Employer contribution / active EE | $1,028 | $1,698-39.5% | $2,723-62.3% | $2,670-61.5% |
| Participant deferral / active EE | $1,453 | $2,990-51.4% | $4,447-67.3% | $4,125-64.8% |
| Admin fee / account holder | $0 | $3,577-100.0% | $5,377-100.0% | $5,651-100.0% |