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 9-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 | $46,492 | $148,534-68.7% | $135,903-65.8% | $139,434-66.7% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 21.61% | 79.19%-57.6pp | 68.23%-46.6pp | 372.94%-351.3pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,407 | $8,100-45.6% | $7,758-43.2% | $6,710-34.3% |
| Admin fee / account holder | $300 | $12,400-97.6% | $10,762-97.2% | $11,403-97.4% |