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 | $77,143 | $110,502-30.2% | $80,716-4.4% | $167,490-53.9% |
| Participation rate | 33.3% | 64.0%-30.6pp | 54.2%-20.8pp | 82.1%-48.8pp |
| Annual return | 51.59% | 120.54%-68.9pp | 87.28%-35.7pp | 478.56%-427.0pp |
| Employer contribution / active EE | $3,910 | $1,543+153.4% | $1,160+237.0% | $4,837-19.2% |
| Participant deferral / active EE | $8,667 | $2,871+201.9% | $2,146+303.9% | $6,341+36.7% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |