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 | $67,762 | $132,634-48.9% | $115,768-41.5% | $137,256-50.6% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.4%-14.4pp | 80.0%-20.0pp |
| Annual return | 20.24% | 160.70%-140.5pp | 100.46%-80.2pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,981 | $3,360-41.0% | $2,940-32.6% | $4,156-52.3% |
| Participant deferral / active EE | $3,314 | $5,619-41.0% | $4,917-32.6% | $6,407-48.3% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |