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 | $27,404 | $67,823-59.6% | $52,425-47.7% | $137,256-80.0% |
| Participation rate | 43.5% | 63.9%-20.4pp | 55.6%-12.1pp | 80.0%-36.5pp |
| Annual return | 17.04% | 219.11%-202.1pp | 302.12%-285.1pp | 220.34%-203.3pp |
| Employer contribution / active EE | $380 | $1,163-67.3% | $914-58.4% | $4,156-90.9% |
| Participant deferral / active EE | $1,048 | $2,288-54.2% | $1,790-41.5% | $6,407-83.6% |
| Admin fee / account holder | $32 | $2,844-98.9% | $2,495-98.7% | $12,270-99.7% |