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 | $73,269 | $209,411-65.0% | $178,490-59.0% | $158,922-53.9% |
| Participation rate | 63.2% | 86.3%-23.2pp | 81.9%-18.8pp | 82.0%-18.8pp |
| Annual return | 18.78% | 188.75%-170.0pp | 151.07%-132.3pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,558 | $5,706-72.7% | $5,011-68.9% | $4,761-67.3% |
| Participant deferral / active EE | $4,986 | $5,954-16.3% | $5,202-4.1% | $5,982-16.6% |
| Admin fee / account holder | $285 | $17,074-98.3% | $13,984-98.0% | $11,246-97.5% |