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 | $46,157 | $106,515-56.7% | $96,683-52.3% | $139,434-66.9% |
| Participation rate | 52.4% | 77.8%-25.5pp | 74.3%-22.0pp | 80.3%-27.9pp |
| Annual return | 18.64% | 38.43%-19.8pp | 35.69%-17.1pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,564 | $4,103-61.9% | $3,737-58.2% | $4,751-67.1% |
| Participant deferral / active EE | $2,214 | $5,454-59.4% | $4,878-54.6% | $6,710-67.0% |
| Admin fee / account holder | $23 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |