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 9-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 | $28,860 | $27,915+3.4% | $58,482-50.7% | $75,163-61.6% |
| Participation rate | 29.6% | 38.8%-9.2pp | 50.9%-21.2pp | 67.2%-37.6pp |
| Annual return | 20.92% | 44.20%-23.3pp | 4239.32%-4218.4pp | 160.62%-139.7pp |
| Employer contribution / active EE | $2,029 | $669+203.2% | $1,053+92.6% | $2,670-24.0% |
| Participant deferral / active EE | $2,847 | $1,201+137.0% | $1,924+48.0% | $4,125-31.0% |
| Admin fee / account holder | $136 | $1,726-92.1% | $2,516-94.6% | $5,651-97.6% |