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 6-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 | $41,855 | $148,534-71.8% | $135,903-69.2% | $139,434-70.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 17.26% | 79.19%-61.9pp | 68.23%-51.0pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,502 | $5,243-71.4% | $4,856-69.1% | $4,751-68.4% |
| Participant deferral / active EE | $9,442 | $8,100+16.6% | $7,758+21.7% | $6,710+40.7% |
| Admin fee / account holder | $195 | $12,400-98.4% | $10,762-98.2% | $11,403-98.3% |