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 | $59,192 | $85,766-31.0% | $136,294-56.6% | $70,131-15.6% |
| Participation rate | 63.3% | 74.2%-10.9pp | 81.9%-18.7pp | 69.5%-6.3pp |
| Annual return | 18.23% | 31.45%-13.2pp | 5155.94%-5137.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $2,037 | $2,966-31.3% | $4,695-56.6% | $2,342-13.0% |
| Participant deferral / active EE | $3,858 | $5,051-23.6% | $6,247-38.2% | $3,332+15.8% |
| Admin fee / account holder | $162 | $5,420-97.0% | $9,243-98.2% | $4,645-96.5% |