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 | $30,596 | $209,411-85.4% | $178,490-82.9% | $158,922-80.7% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 34.55% | 188.75%-154.2pp | 151.07%-116.5pp | 302.83%-268.3pp |
| Employer contribution / active EE | $3,281 | $5,706-42.5% | $5,011-34.5% | $4,761-31.1% |
| Participant deferral / active EE | $4,430 | $5,954-25.6% | $5,202-14.8% | $5,982-26.0% |
| Admin fee / account holder | $51 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |