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 | $42,553 | $172,111-75.3% | $150,298-71.7% | $137,256-69.0% |
| Participation rate | 35.3% | 81.7%-46.4pp | 77.8%-42.5pp | 80.0%-44.7pp |
| Annual return | 14.27% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,387 | $4,636-48.5% | $4,154-42.5% | $4,156-42.6% |
| Participant deferral / active EE | $2,725 | $6,166-55.8% | $5,453-50.0% | $6,407-57.5% |
| Admin fee / account holder | $216 | $16,471-98.7% | $14,116-98.5% | $12,270-98.2% |