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 10-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 | $25,631 | $73,515-65.1% | $62,995-59.3% | $147,584-82.6% |
| Participation rate | 69.2% | 77.9%-8.6pp | 74.8%-5.6pp | 82.8%-13.6pp |
| Annual return | 16.50% | 175.43%-158.9pp | 87.57%-71.1pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,174 | $3,320-64.7% | $2,759-57.5% | $4,876-75.9% |
| Participant deferral / active EE | $1,420 | $4,185-66.1% | $3,329-57.3% | $5,439-73.9% |
| Admin fee / account holder | $68 | $5,953-98.9% | $3,600-98.1% | $10,885-99.4% |