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 3-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 | $28,376 | $180,749-84.3% | $160,784-82.4% | $137,256-79.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 23.95% | 2234.46%-2210.5pp | 1803.92%-1780.0pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,232 | $4,155-70.4% | $3,733-67.0% | $4,156-70.4% |
| Participant deferral / active EE | $3,386 | $6,844-50.5% | $6,293-46.2% | $6,407-47.1% |
| Admin fee / account holder | $54 | $10,397-99.5% | $9,717-99.4% | $12,270-99.6% |