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 5-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 | $49,727 | $107,452-53.7% | $91,541-45.7% | $142,382-65.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 25.14% | 22.06%+3.1pp | 20.50%+4.6pp | 217.08%-191.9pp |
| Employer contribution / active EE | $1,688 | $2,994-43.6% | $2,505-32.6% | $4,299-60.7% |
| Participant deferral / active EE | $1,688 | $4,754-64.5% | $4,008-57.9% | $6,507-74.1% |
| Admin fee / account holder | $102 | $8,834-98.8% | $6,956-98.5% | $12,624-99.2% |