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 8-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 | $76,694 | $135,952-43.6% | $123,892-38.1% | $273,961-72.0% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 8.17% | 56.63%-48.5pp | 47.52%-39.3pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,816 | $5,170-64.9% | $4,617-60.7% | $4,869-62.7% |
| Participant deferral / active EE | $4,080 | $6,343-35.7% | $5,984-31.8% | $5,287-22.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |