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 | $65,279 | $86,286-24.3% | $111,297-41.3% | $85,850-24.0% |
| Participation rate | 54.5% | 73.3%-18.8pp | 77.3%-22.8pp | 69.3%-14.8pp |
| Annual return | 18.70% | 19.99%-1.3pp | 54.65%-35.9pp | 318.53%-299.8pp |
| Employer contribution / active EE | $2,374 | $2,043+16.2% | $2,731-13.1% | $2,565-7.5% |
| Participant deferral / active EE | $5,709 | $3,641+56.8% | $4,487+27.2% | $3,952+44.5% |
| Admin fee / account holder | $299 | $8,188-96.4% | $7,964-96.3% | $6,260-95.2% |