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 | $32,953 | $165,335-80.1% | $149,696-78.0% | $158,922-79.3% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 34.71% | 348.15%-313.4pp | 276.60%-241.9pp | 302.83%-268.1pp |
| Employer contribution / active EE | $1,878 | $5,103-63.2% | $4,644-59.6% | $4,761-60.6% |
| Participant deferral / active EE | $4,297 | $7,181-40.2% | $6,842-37.2% | $5,982-28.2% |
| Admin fee / account holder | $117 | $10,807-98.9% | $9,309-98.7% | $11,246-99.0% |