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 | $21,308 | $105,998-79.9% | $92,233-76.9% | $147,584-85.6% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 83.06% | 50.05%+33.0pp | 176.28%-93.2pp | 578.55%-495.5pp |
| Employer contribution / active EE | $2,389 | $4,333-44.9% | $3,679-35.1% | $4,876-51.0% |
| Participant deferral / active EE | $5,926 | $4,478+32.3% | $3,897+52.1% | $5,439+9.0% |
| Admin fee / account holder | $95 | $6,332-98.5% | $5,194-98.2% | $10,885-99.1% |