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 | $55,663 | $154,228-63.9% | $145,433-61.7% | $137,256-59.4% |
| Participation rate | 61.5% | 83.8%-22.3pp | 82.1%-20.6pp | 80.0%-18.4pp |
| Annual return | 19.66% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,053 | $4,804-57.3% | $4,554-54.9% | $4,156-50.6% |
| Participant deferral / active EE | $2,705 | $8,216-67.1% | $7,897-65.8% | $6,407-57.8% |
| Admin fee / account holder | $241 | $14,344-98.3% | $13,129-98.2% | $12,270-98.0% |