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 | $77,982 | $226,064-65.5% | $182,532-57.3% | $152,861-49.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 17.21% | 192.51%-175.3pp | 148.54%-131.3pp | 345.32%-328.1pp |
| Employer contribution / active EE | $1,867 | $4,978-62.5% | $4,076-54.2% | $4,762-60.8% |
| Participant deferral / active EE | $1,867 | $6,368-70.7% | $5,524-66.2% | $5,850-68.1% |
| Admin fee / account holder | $5 | $10,703-100.0% | $8,592-99.9% | $11,596-100.0% |