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 8-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 | $25,493 | $112,881-77.4% | $90,951-72.0% | $158,922-84.0% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 22.88% | 215.79%-192.9pp | 134.60%-111.7pp | 302.83%-279.9pp |
| Employer contribution / active EE | $1,009 | $2,893-65.1% | $2,122-52.5% | $4,761-78.8% |
| Participant deferral / active EE | $2,024 | $4,128-51.0% | $3,373-40.0% | $5,982-66.2% |
| Admin fee / account holder | $97 | $8,041-98.8% | $5,959-98.4% | $11,246-99.1% |