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 | $38,632 | $107,334-64.0% | $92,893-58.4% | $152,861-74.7% |
| Participation rate | 59.1% | 79.8%-20.7pp | 76.0%-16.9pp | 82.4%-23.4pp |
| Annual return | 17.03% | 145.58%-128.5pp | 109.41%-92.4pp | 345.32%-328.3pp |
| Employer contribution / active EE | $1,385 | $4,221-67.2% | $3,653-62.1% | $4,762-70.9% |
| Participant deferral / active EE | $3,489 | $4,845-28.0% | $4,236-17.6% | $5,850-40.4% |
| Admin fee / account holder | -$6 | $7,079-100.1% | $5,794-100.1% | $11,596-100.1% |