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 | $77,203 | $209,336-63.1% | $197,124-60.8% | $137,256-43.8% |
| Participation rate | 57.1% | 87.3%-30.2pp | 86.7%-29.6pp | 80.0%-22.8pp |
| Annual return | 17.79% | 48.09%-30.3pp | 44.34%-26.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,497 | $6,591-62.1% | $6,227-59.9% | $4,156-39.9% |
| Participant deferral / active EE | $5,441 | $9,614-43.4% | $9,135-40.4% | $6,407-15.1% |
| Admin fee / account holder | $154 | $17,308-99.1% | $16,298-99.1% | $12,270-98.7% |