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 | $74,493 | $107,334-30.6% | $92,893-19.8% | $152,861-51.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 29.22% | 145.58%-116.4pp | 109.41%-80.2pp | 345.32%-316.1pp |
| Employer contribution / active EE | $2,840 | $4,221-32.7% | $3,653-22.2% | $4,762-40.4% |
| Participant deferral / active EE | $12,667 | $4,845+161.5% | $4,236+199.0% | $5,850+116.5% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |