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 6-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 | $36,245 | $109,881-67.0% | $150,045-75.8% | $84,808-57.3% |
| Participation rate | 52.6% | 76.1%-23.5pp | 82.3%-29.7pp | 68.3%-15.7pp |
| Annual return | 19.67% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,246 | $3,561-36.9% | $4,693-52.1% | $2,631-14.6% |
| Participant deferral / active EE | $3,404 | $6,636-48.7% | $7,997-57.4% | $4,212-19.2% |
| Admin fee / account holder | $17 | $8,568-99.8% | $13,435-99.9% | $7,344-99.8% |