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 | $61,209 | $93,571-34.6% | $135,903-55.0% | $75,163-18.6% |
| Participation rate | 40.6% | 75.2%-34.6pp | 81.9%-41.3pp | 67.2%-26.6pp |
| Annual return | 21.30% | 30.90%-9.6pp | 68.23%-46.9pp | 160.62%-139.3pp |
| Employer contribution / active EE | $850 | $3,537-76.0% | $4,856-82.5% | $2,670-68.2% |
| Participant deferral / active EE | $3,668 | $6,404-42.7% | $7,758-52.7% | $4,125-11.1% |
| Admin fee / account holder | $33 | $6,975-99.5% | $10,762-99.7% | $5,651-99.4% |