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 | $41,636 | $198,466-79.0% | $170,442-75.6% | $147,584-71.8% |
| Participation rate | 43.8% | 88.0%-44.2pp | 83.6%-39.8pp | 82.8%-39.1pp |
| Annual return | 25.11% | 257.29%-232.2pp | 205.93%-180.8pp | 578.55%-553.4pp |
| Employer contribution / active EE | $2,230 | $6,184-63.9% | $5,433-59.0% | $4,876-54.3% |
| Participant deferral / active EE | $3,910 | $5,629-30.6% | $4,939-20.8% | $5,439-28.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |