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 9-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 | $36,183 | $106,890-66.1% | $84,015-56.9% | $152,861-76.3% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.4%-49.1pp |
| Annual return | 25.12% | 104.99%-79.9pp | 71.31%-46.2pp | 345.32%-320.2pp |
| Employer contribution / active EE | $816 | $2,734-70.2% | $1,983-58.9% | $4,762-82.9% |
| Participant deferral / active EE | $3,831 | $4,011-4.5% | $3,239+18.3% | $5,850-34.5% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |