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 8-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 | $23,227 | $100,852-77.0% | $90,404-74.3% | $158,922-85.4% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.0pp | 82.0%-18.3pp |
| Annual return | 31.23% | 1724.20%-1693.0pp | 1293.02%-1261.8pp | 302.83%-271.6pp |
| Employer contribution / active EE | $1,360 | $3,689-63.1% | $3,262-58.3% | $4,761-71.4% |
| Participant deferral / active EE | $4,415 | $4,348+1.5% | $3,963+11.4% | $5,982-26.2% |
| Admin fee / account holder | $135 | $6,501-97.9% | $5,611-97.6% | $11,246-98.8% |