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 | $57,790 | $153,772-62.4% | $133,980-56.9% | $273,961-78.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 11.65% | 36.51%-24.9pp | 29.30%-17.6pp | 41.45%-29.8pp |
| Employer contribution / active EE | $2,169 | $6,029-64.0% | $5,211-58.4% | $4,869-55.5% |
| Participant deferral / active EE | $4,714 | $6,958-32.3% | $6,282-25.0% | $5,287-10.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |