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 | $67,918 | $148,534-54.3% | $135,903-50.0% | $139,434-51.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 37.22% | 79.19%-42.0pp | 68.23%-31.0pp | 372.94%-335.7pp |
| Employer contribution / active EE | $2,663 | $5,243-49.2% | $4,856-45.2% | $4,751-44.0% |
| Participant deferral / active EE | $11,328 | $8,100+39.8% | $7,758+46.0% | $6,710+68.8% |
| Admin fee / account holder | $132 | $12,400-98.9% | $10,762-98.8% | $11,403-98.8% |