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 3-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 | $38,169 | $177,572-78.5% | $154,803-75.3% | $142,382-73.2% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 23.52% | 65.07%-41.6pp | 58.88%-35.4pp | 217.08%-193.6pp |
| Employer contribution / active EE | $2,368 | $4,810-50.8% | $4,305-45.0% | $4,299-44.9% |
| Participant deferral / active EE | $3,101 | $6,272-50.6% | $5,540-44.0% | $6,507-52.3% |
| Admin fee / account holder | $152 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |