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 9-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 | $36,161 | $69,207-47.7% | $64,056-43.5% | $139,434-74.1% |
| Participation rate | 27.3% | 75.6%-48.3pp | 72.3%-45.0pp | 80.3%-53.0pp |
| Annual return | 18.41% | 45.88%-27.5pp | 33.69%-15.3pp | 372.94%-354.5pp |
| Employer contribution / active EE | $494 | $3,182-84.5% | $2,747-82.0% | $4,751-89.6% |
| Participant deferral / active EE | $1,545 | $4,682-67.0% | $3,880-60.2% | $6,710-77.0% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |