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 7-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 | $31,274 | $117,983-73.5% | $101,794-69.3% | $142,382-78.0% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.2%-26.3pp | 80.1%-37.3pp |
| Annual return | 17.47% | 36.92%-19.4pp | 30.53%-13.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,610 | $2,773-41.9% | $2,289-29.6% | $4,299-62.5% |
| Participant deferral / active EE | $1,610 | $4,714-65.8% | $4,084-60.6% | $6,507-75.3% |
| Admin fee / account holder | $181 | $10,433-98.3% | $8,777-97.9% | $12,624-98.6% |