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 | $41,964 | $118,849-64.7% | $96,562-56.5% | $167,490-74.9% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 16.16% | 50.49%-34.3pp | 37.78%-21.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,228 | $3,120-60.6% | $2,356-47.9% | $4,837-74.6% |
| Participant deferral / active EE | $2,578 | $4,616-44.1% | $3,849-33.0% | $6,341-59.3% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |