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 | $34,946 | $202,318-82.7% | $172,739-79.8% | $152,861-77.1% |
| Participation rate | 68.8% | 87.1%-18.3pp | 82.6%-13.9pp | 82.4%-13.7pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,302 | $5,856-77.8% | $5,143-74.7% | $4,762-72.7% |
| Participant deferral / active EE | $2,417 | $5,948-59.4% | $5,198-53.5% | $5,850-58.7% |
| Admin fee / account holder | $265 | $17,109-98.5% | $13,954-98.1% | $11,596-97.7% |