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 8-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 | $22,285 | $109,327-79.6% | $89,391-75.1% | $158,922-86.0% |
| Participation rate | 69.2% | 74.3%-5.0pp | 68.0%+1.3pp | 82.0%-12.7pp |
| Annual return | 23.23% | 345.68%-322.4pp | 245.62%-222.4pp | 302.83%-279.6pp |
| Employer contribution / active EE | $1,682 | $3,170-46.9% | $2,586-35.0% | $4,761-64.7% |
| Participant deferral / active EE | $2,509 | $4,598-45.4% | $3,890-35.5% | $5,982-58.1% |
| Admin fee / account holder | $137 | $6,153-97.8% | $4,881-97.2% | $11,246-98.8% |