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 8-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 | $40,336 | $106,515-62.1% | $96,683-58.3% | $139,434-71.1% |
| Participation rate | 65.2% | 77.8%-12.6pp | 74.3%-9.1pp | 80.3%-15.1pp |
| Annual return | 18.18% | 38.43%-20.2pp | 35.69%-17.5pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,765 | $4,103-57.0% | $3,737-52.8% | $4,751-62.9% |
| Participant deferral / active EE | $3,607 | $5,454-33.9% | $4,878-26.1% | $6,710-46.2% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |