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 | $73,424 | $115,770-36.6% | $101,248-27.5% | $158,922-53.8% |
| Participation rate | 42.1% | 79.4%-37.3pp | 75.8%-33.7pp | 82.0%-39.9pp |
| Annual return | 14.37% | 56.14%-41.8pp | 46.47%-32.1pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,692 | $4,175-59.5% | $3,660-53.8% | $4,761-64.5% |
| Participant deferral / active EE | $3,188 | $4,957-35.7% | $4,370-27.1% | $5,982-46.7% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |