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 | $10,424 | $102,966-89.9% | $90,281-88.5% | $152,861-93.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 34.17% | 95.16%-61.0pp | 78.10%-43.9pp | 345.32%-311.1pp |
| Employer contribution / active EE | $540 | $3,139-82.8% | $2,854-81.1% | $4,762-88.7% |
| Participant deferral / active EE | $1,350 | $4,281-68.5% | $3,885-65.3% | $5,850-76.9% |
| Admin fee / account holder | $10 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |