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 8-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 | $60,410 | $106,890-43.5% | $84,015-28.1% | $152,861-60.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 41.38% | 104.99%-63.6pp | 71.31%-29.9pp | 345.32%-303.9pp |
| Employer contribution / active EE | $1,982 | $2,734-27.5% | $1,983-0.1% | $4,762-58.4% |
| Participant deferral / active EE | $2,331 | $4,011-41.9% | $3,239-28.0% | $5,850-60.2% |
| Admin fee / account holder | $125 | $8,285-98.5% | $6,101-98.0% | $11,596-98.9% |