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 | $64,830 | $75,935-14.6% | $60,547+7.1% | $125,391-48.3% |
| Participation rate | 60.0% | 76.5%-16.5pp | 68.0%-8.0pp | 83.2%-23.2pp |
| Annual return | 209.78% | -5.38%+215.2pp | 335.64%-125.9pp | 282.22%-72.4pp |
| Employer contribution / active EE | $2,089 | $3,438-39.2% | $2,419-13.7% | $4,866-57.1% |
| Participant deferral / active EE | $4,640 | $4,506+3.0% | $3,328+39.4% | $5,352-13.3% |
| Admin fee / account holder | $150 | $6,768-97.8% | $4,536-96.7% | $9,540-98.4% |