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 | $63,625 | $210,648-69.8% | $177,989-64.3% | $145,922-56.4% |
| Participation rate | 53.3% | 80.8%-27.4pp | 77.1%-23.8pp | 80.3%-26.9pp |
| Annual return | 14.05% | 385.86%-371.8pp | 294.48%-280.4pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,317 | $4,565-71.2% | $3,949-66.7% | $4,660-71.7% |
| Participant deferral / active EE | $3,020 | $6,958-56.6% | $6,276-51.9% | $6,688-54.8% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |