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 | $20,945 | $107,934-80.6% | $91,989-77.2% | $152,861-86.3% |
| Participation rate | 23.1% | 81.2%-58.1pp | 78.6%-55.6pp | 82.4%-59.4pp |
| Annual return | 33.14% | 89.24%-56.1pp | 69.02%-35.9pp | 345.32%-312.2pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,307 | $6,364-63.7% | $5,923-61.0% | $5,850-60.6% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |