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 | $20,206 | $180,749-88.8% | $160,784-87.4% | $137,256-85.3% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 19.81% | 2234.46%-2214.7pp | 1803.92%-1784.1pp | 220.34%-200.5pp |
| Employer contribution / active EE | $923 | $4,155-77.8% | $3,733-75.3% | $4,156-77.8% |
| Participant deferral / active EE | $2,779 | $6,844-59.4% | $6,293-55.8% | $6,407-56.6% |
| Admin fee / account holder | $279 | $10,397-97.3% | $9,717-97.1% | $12,270-97.7% |