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 5-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 | $40,964 | $116,167-64.7% | $64,489-36.5% | $137,256-70.2% |
| Participation rate | 66.7% | 68.2%-1.5pp | 67.7%-1.0pp | 80.0%-13.3pp |
| Annual return | 21.62% | 36.55%-14.9pp | 55.03%-33.4pp | 220.34%-198.7pp |
| Employer contribution / active EE | $4,483 | $2,483+80.6% | $1,523+194.3% | $4,156+7.9% |
| Participant deferral / active EE | $6,507 | $4,215+54.4% | $2,778+134.2% | $6,407+1.6% |
| Admin fee / account holder | $76 | $6,188-98.8% | $4,260-98.2% | $12,270-99.4% |