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 | $42,695 | $226,064-81.1% | $182,532-76.6% | $152,861-72.1% |
| Participation rate | 53.3% | 82.5%-29.1pp | 78.0%-24.6pp | 82.4%-29.1pp |
| Annual return | 22.20% | 192.51%-170.3pp | 148.54%-126.3pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,123 | $4,978-77.4% | $4,076-72.5% | $4,762-76.4% |
| Participant deferral / active EE | $2,604 | $6,368-59.1% | $5,524-52.9% | $5,850-55.5% |
| Admin fee / account holder | $48 | $10,703-99.6% | $8,592-99.4% | $11,596-99.6% |