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 | $41,366 | $117,381-64.8% | $99,443-58.4% | $152,861-72.9% |
| Participation rate | 60.0% | 77.5%-17.5pp | 73.8%-13.8pp | 82.4%-22.4pp |
| Annual return | 24.02% | 31.87%-7.8pp | 30.72%-6.7pp | 345.32%-321.3pp |
| Employer contribution / active EE | $2,186 | $3,013-27.4% | $2,540-13.9% | $4,762-54.1% |
| Participant deferral / active EE | $2,186 | $4,086-46.5% | $3,619-39.6% | $5,850-62.6% |
| Admin fee / account holder | $253 | $7,631-96.7% | $6,250-95.9% | $11,596-97.8% |