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 | $41,049 | $176,056-76.7% | $159,436-74.3% | $167,490-75.5% |
| Participation rate | 69.2% | 84.9%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 35.21% | 331.75%-296.5pp | 263.57%-228.4pp | 478.56%-443.3pp |
| Employer contribution / active EE | $1,646 | $5,297-68.9% | $4,829-65.9% | $4,837-66.0% |
| Participant deferral / active EE | $5,637 | $7,750-27.3% | $7,352-23.3% | $6,341-11.1% |
| Admin fee / account holder | $220 | $12,554-98.2% | $10,799-98.0% | $12,309-98.2% |