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 9-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 | $24,354 | $48,076-49.3% | $78,689-69.1% | $62,891-61.3% |
| Participation rate | 28.9% | 65.2%-36.3pp | 73.6%-44.6pp | 69.3%-40.4pp |
| Annual return | 18.57% | 31.35%-12.8pp | 62.18%-43.6pp | 20.14%-1.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,972 | $2,588+14.9% | $3,517-15.5% | $3,203-7.2% |
| Admin fee / account holder | $65 | $3,207-98.0% | $4,510-98.5% | $4,296-98.5% |