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 | $17,008 | $34,308-50.4% | $74,701-77.2% | $72,985-76.7% |
| Participation rate | 50.0% | 42.4%+7.6pp | 54.5%-4.5pp | 69.5%-19.5pp |
| Annual return | 24.42% | 26.58%-2.2pp | 752.92%-728.5pp | 81.00%-56.6pp |
| Employer contribution / active EE | $596 | $692-13.8% | $1,084-45.0% | $2,440-75.6% |
| Participant deferral / active EE | $871 | $1,271-31.5% | $1,964-55.7% | $3,607-75.9% |
| Admin fee / account holder | $252 | $2,124-88.1% | $3,333-92.4% | $5,124-95.1% |