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 | $31,265 | $48,570-35.6% | $130,648-76.1% | $72,985-57.2% |
| Participation rate | 23.7% | 58.6%-34.9pp | 71.7%-48.1pp | 69.5%-45.8pp |
| Annual return | 25.93% | 38.63%-12.7pp | 1708.96%-1683.0pp | 81.00%-55.1pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,781 | $2,384-25.3% | $3,603-50.6% | $3,607-50.6% |
| Admin fee / account holder | $1 | $3,549-100.0% | $5,464-100.0% | $5,124-100.0% |