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 7-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 | $28,492 | $217,402-86.9% | $185,823-84.7% | $167,490-83.0% |
| Participation rate | 57.1% | 86.0%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 17.18% | 148.36%-131.2pp | 122.05%-104.9pp | 478.56%-461.4pp |
| Employer contribution / active EE | $2,696 | $5,873-54.1% | $5,167-47.8% | $4,837-44.3% |
| Participant deferral / active EE | $5,571 | $6,356-12.3% | $5,568+0.1% | $6,341-12.1% |
| Admin fee / account holder | $99 | $19,811-99.5% | $16,237-99.4% | $12,309-99.2% |