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 7-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 | $31,806 | $183,592-82.7% | $155,567-79.6% | $145,959-78.2% |
| Participation rate | 43.8% | 82.7%-38.9pp | 78.2%-34.4pp | 80.3%-36.5pp |
| Annual return | 11.54% | 61.24%-49.7pp | 64.74%-53.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $1,501 | $5,315-71.8% | $4,674-67.9% | $4,661-67.8% |
| Participant deferral / active EE | $3,487 | $6,464-46.1% | $5,628-38.0% | $6,689-47.9% |
| Admin fee / account holder | $79 | $19,318-99.6% | $15,916-99.5% | $13,398-99.4% |