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 | $43,584 | $97,125-55.1% | $86,233-49.5% | $137,256-68.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 17.02% | 74.19%-57.2pp | 61.39%-44.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,462 | $2,841-48.6% | $2,504-41.6% | $4,156-64.8% |
| Participant deferral / active EE | $4,464 | $5,180-13.8% | $4,559-2.1% | $6,407-30.3% |
| Admin fee / account holder | $3 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |