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 3-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 | $31,065 | $88,710-65.0% | $81,783-62.0% | $145,959-78.7% |
| Participation rate | 38.1% | 75.0%-36.9pp | 72.4%-34.3pp | 80.3%-42.2pp |
| Annual return | 12.96% | 1027.26%-1014.3pp | 775.05%-762.1pp | 561.95%-549.0pp |
| Employer contribution / active EE | $1,367 | $3,083-55.7% | $2,913-53.1% | $4,661-70.7% |
| Participant deferral / active EE | $3,346 | $4,645-28.0% | $4,320-22.6% | $6,689-50.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |