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 | $53,000 | $165,912-68.1% | $122,332-56.7% | $147,584-64.1% |
| Participation rate | 61.9% | 79.6%-17.7pp | 71.6%-9.7pp | 82.8%-20.9pp |
| Annual return | 17.24% | 34.55%-17.3pp | 30.27%-13.0pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,189 | $5,754-79.3% | $4,050-70.6% | $4,876-75.6% |
| Participant deferral / active EE | $2,541 | $4,005-36.6% | $3,287-22.7% | $5,439-53.3% |
| Admin fee / account holder | $87 | $7,424-98.8% | $5,478-98.4% | $10,885-99.2% |