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 7-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 | $24,462 | $49,922-51.0% | $80,569-69.6% | $75,163-67.5% |
| Participation rate | 48.0% | 55.3%-7.3pp | 67.0%-19.0pp | 67.2%-19.2pp |
| Annual return | 68.33% | 34.69%+33.6pp | 935.43%-867.1pp | 160.62%-92.3pp |
| Employer contribution / active EE | $989 | $1,698-41.8% | $2,723-63.7% | $2,670-62.9% |
| Participant deferral / active EE | $2,385 | $2,990-20.2% | $4,447-46.4% | $4,125-42.2% |
| Admin fee / account holder | $116 | $3,577-96.8% | $5,377-97.8% | $5,651-97.9% |