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 | $37,744 | $127,264-70.3% | $109,895-65.7% | $167,490-77.5% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 15.20% | 22.97%-7.8pp | 29.45%-14.3pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,231 | $3,322-62.9% | $2,842-56.7% | $4,837-74.6% |
| Participant deferral / active EE | $2,039 | $4,514-54.8% | $4,048-49.6% | $6,341-67.9% |
| Admin fee / account holder | $273 | $7,114-96.2% | $6,066-95.5% | $12,309-97.8% |