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 | $24,301 | $102,604-76.3% | $86,188-71.8% | $139,434-82.6% |
| Participation rate | 31.3% | 74.5%-43.2pp | 69.0%-37.7pp | 80.3%-49.1pp |
| Annual return | 54.01% | 1922.51%-1868.5pp | 1168.45%-1114.4pp | 372.94%-318.9pp |
| Employer contribution / active EE | $1,243 | $3,032-59.0% | $2,380-47.8% | $4,751-73.8% |
| Participant deferral / active EE | $5,164 | $4,676+10.4% | $3,985+29.6% | $6,710-23.0% |
| Admin fee / account holder | $57 | $8,657-99.3% | $6,852-99.2% | $11,403-99.5% |