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 | $33,079 | $127,264-74.0% | $109,895-69.9% | $167,490-80.3% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 16.54% | 22.97%-6.4pp | 29.45%-12.9pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,743 | $3,322-47.5% | $2,842-38.7% | $4,837-64.0% |
| Participant deferral / active EE | $6,029 | $4,514+33.6% | $4,048+48.9% | $6,341-4.9% |
| Admin fee / account holder | $135 | $7,114-98.1% | $6,066-97.8% | $12,309-98.9% |