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 | $35,947 | $183,519-80.4% | $155,509-76.9% | $145,922-75.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 13.53% | 61.17%-47.6pp | 64.67%-51.1pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,793 | $5,313-47.4% | $4,672-40.2% | $4,660-40.1% |
| Participant deferral / active EE | $5,722 | $6,462-11.5% | $5,626+1.7% | $6,688-14.4% |
| Admin fee / account holder | $68 | $19,313-99.7% | $15,912-99.6% | $13,397-99.5% |