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 4-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 | $33,702 | $183,519-81.6% | $155,509-78.3% | $145,922-76.9% |
| Participation rate | 53.8% | 82.7%-28.8pp | 78.2%-24.3pp | 80.3%-26.4pp |
| Annual return | 66.27% | 61.17%+5.1pp | 64.67%+1.6pp | 561.29%-495.0pp |
| Employer contribution / active EE | $5,501 | $5,313+3.6% | $4,672+17.7% | $4,660+18.1% |
| Participant deferral / active EE | $2,083 | $6,462-67.8% | $5,626-63.0% | $6,688-68.9% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |