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 | $36,386 | $127,777-71.5% | $106,548-65.9% | $167,490-78.3% |
| Participation rate | 55.6% | 78.3%-22.7pp | 76.1%-20.6pp | 82.1%-26.5pp |
| Annual return | 17.74% | 33.87%-16.1pp | 26.80%-9.1pp | 478.56%-460.8pp |
| Employer contribution / active EE | $2,959 | $3,427-13.6% | $2,819+5.0% | $4,837-38.8% |
| Participant deferral / active EE | $4,178 | $5,087-17.9% | $4,398-5.0% | $6,341-34.1% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |