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 | $65,343 | $202,318-67.7% | $172,739-62.2% | $152,861-57.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,366 | $5,856-42.5% | $5,143-34.5% | $4,762-29.3% |
| Participant deferral / active EE | $4,063 | $5,948-31.7% | $5,198-21.8% | $5,850-30.6% |
| Admin fee / account holder | $240 | $17,109-98.6% | $13,954-98.3% | $11,596-97.9% |