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 | $61,102 | $100,773-39.4% | $88,946-31.3% | $142,382-57.1% |
| Participation rate | 53.8% | 74.3%-20.4pp | 68.8%-15.0pp | 80.1%-26.3pp |
| Annual return | 20.14% | 70.18%-50.0pp | 57.82%-37.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,454 | $2,918-50.2% | $2,555-43.1% | $4,299-66.2% |
| Participant deferral / active EE | $3,655 | $5,230-30.1% | $4,581-20.2% | $6,507-43.8% |
| Admin fee / account holder | $20 | $9,693-99.8% | $8,261-99.8% | $12,624-99.8% |