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 10-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 | $152,433 | $48,795+212.4% | $65,493+132.7% | $84,808+79.7% |
| Participation rate | 33.3% | 67.0%-33.6pp | 73.1%-39.8pp | 68.3%-35.0pp |
| Annual return | 14.23% | 20.20%-6.0pp | 982.45%-968.2pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,221 | $2,928+44.1% | $3,961+6.6% | $4,212+0.2% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |