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 | $34,259 | $57,541-40.5% | $95,745-64.2% | $75,163-54.4% |
| Participation rate | 32.1% | 62.5%-30.4pp | 72.3%-40.1pp | 67.2%-35.0pp |
| Annual return | 15.04% | 34.93%-19.9pp | 28.35%-13.3pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,005 | $1,808-44.4% | $2,835-64.6% | $2,670-62.4% |
| Participant deferral / active EE | $2,384 | $3,074-22.4% | $4,245-43.8% | $4,125-42.2% |
| Admin fee / account holder | $31 | $4,099-99.2% | $5,678-99.5% | $5,651-99.5% |