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 | $54,478 | $142,405-61.7% | $115,157-52.7% | $152,861-64.4% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.4%-32.4pp |
| Annual return | 22.40% | 41.48%-19.1pp | 35.60%-13.2pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,126 | $4,010-71.9% | $3,179-64.6% | $4,762-76.4% |
| Participant deferral / active EE | $5,875 | $5,164+13.8% | $4,168+40.9% | $5,850+0.4% |
| Admin fee / account holder | $223 | $8,462-97.4% | $7,088-96.9% | $11,596-98.1% |