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 | $51,343 | $43,327+18.5% | $59,878-14.3% | $64,186-20.0% |
| Participation rate | 48.9% | 69.2%-20.3pp | 74.7%-25.8pp | 69.6%-20.7pp |
| Annual return | 11.87% | -1.55%+13.4pp | 3.46%+8.4pp | 7.63%+4.2pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,068 | $2,546+20.5% | $3,402-9.8% | $3,470-11.6% |
| Admin fee / account holder | $54 | $3,005-98.2% | $3,590-98.5% | $4,888-98.9% |