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 7-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 | $26,992 | $70,587-61.8% | $124,672-78.3% | $85,850-68.6% |
| Participation rate | 56.0% | 64.4%-8.4pp | 74.6%-18.6pp | 69.3%-13.3pp |
| Annual return | 19.44% | 20688.83%-20669.4pp | 5142.93%-5123.5pp | 318.53%-299.1pp |
| Employer contribution / active EE | $1,645 | $1,913-14.0% | $3,324-50.5% | $2,565-35.9% |
| Participant deferral / active EE | $3,479 | $2,969+17.2% | $4,614-24.6% | $3,952-12.0% |
| Admin fee / account holder | $278 | $5,282-94.7% | $7,493-96.3% | $6,260-95.6% |