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 9-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 | $94,191 | $185,822-49.3% | $169,993-44.6% | $139,434-32.4% |
| Participation rate | 63.6% | 87.8%-24.1pp | 87.0%-23.4pp | 80.3%-16.7pp |
| Annual return | 20.41% | 60.50%-40.1pp | 53.37%-33.0pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,915 | $7,590-74.8% | $6,785-71.8% | $4,751-59.7% |
| Participant deferral / active EE | $5,444 | $11,622-53.2% | $10,408-47.7% | $6,710-18.9% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |