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 | $26,502 | $117,983-77.5% | $101,794-74.0% | $142,382-81.4% |
| Participation rate | 52.9% | 74.2%-21.3pp | 69.2%-16.2pp | 80.1%-27.2pp |
| Annual return | 21.87% | 36.92%-15.1pp | 30.53%-8.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,429 | $2,773-48.5% | $2,289-37.6% | $4,299-66.8% |
| Participant deferral / active EE | $1,951 | $4,714-58.6% | $4,084-52.2% | $6,507-70.0% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |