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 | $82,238 | $153,772-46.5% | $133,980-38.6% | $273,961-70.0% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 13.62% | 36.51%-22.9pp | 29.30%-15.7pp | 41.45%-27.8pp |
| Employer contribution / active EE | $9,863 | $6,029+63.6% | $5,211+89.2% | $4,869+102.6% |
| Participant deferral / active EE | $10,500 | $6,958+50.9% | $6,282+67.1% | $5,287+98.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |