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 | $40,069 | $108,919-63.2% | $100,391-60.1% | $145,922-72.5% |
| Participation rate | 58.8% | 82.9%-24.1pp | 81.5%-22.7pp | 80.3%-21.5pp |
| Annual return | 15.47% | 57.88%-42.4pp | 49.20%-33.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,352 | $4,419-69.4% | $3,942-65.7% | $4,660-71.0% |
| Participant deferral / active EE | $3,517 | $8,445-58.3% | $8,082-56.5% | $6,688-47.4% |
| Admin fee / account holder | $263 | $9,689-97.3% | $7,899-96.7% | $13,397-98.0% |