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 | $35,179 | $95,416-63.1% | $185,823-81.1% | $85,850-59.0% |
| Participation rate | 36.7% | 68.8%-32.1pp | 81.7%-45.0pp | 69.3%-32.6pp |
| Annual return | 12.57% | 23.59%-11.0pp | 122.05%-109.5pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,138 | $3,314-65.6% | $5,167-78.0% | $2,565-55.6% |
| Participant deferral / active EE | $3,219 | $3,423-6.0% | $5,568-42.2% | $3,952-18.5% |
| Admin fee / account holder | $256 | $7,213-96.5% | $16,237-98.4% | $6,260-95.9% |