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 | $61,403 | $107,934-43.1% | $91,989-33.2% | $152,861-59.8% |
| Participation rate | 54.5% | 81.2%-26.6pp | 78.6%-24.1pp | 82.4%-27.9pp |
| Annual return | 25.88% | 89.24%-63.4pp | 69.02%-43.1pp | 345.32%-319.4pp |
| Employer contribution / active EE | $4,674 | $4,210+11.0% | $3,452+35.4% | $4,762-1.9% |
| Participant deferral / active EE | $9,557 | $6,364+50.2% | $5,923+61.4% | $5,850+63.4% |
| Admin fee / account holder | $196 | $10,520-98.1% | $7,743-97.5% | $11,596-98.3% |