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 | $71,450 | $112,096-36.3% | $95,952-25.5% | $158,922-55.0% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 16.96% | 171.09%-154.1pp | 91.61%-74.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $689 | $3,198-78.5% | $2,541-72.9% | $4,761-85.5% |
| Participant deferral / active EE | $2,926 | $4,784-38.8% | $4,167-29.8% | $5,982-51.1% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |