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 4-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 | $34,222 | $95,561-64.2% | $77,163-55.6% | $139,434-75.5% |
| Participation rate | 40.0% | 73.9%-33.9pp | 69.6%-29.6pp | 80.3%-40.3pp |
| Annual return | 19.34% | 54.92%-35.6pp | 37.87%-18.5pp | 372.94%-353.6pp |
| Employer contribution / active EE | $528 | $3,147-83.2% | $2,535-79.2% | $4,751-88.9% |
| Participant deferral / active EE | $3,380 | $4,624-26.9% | $3,833-11.8% | $6,710-49.6% |
| Admin fee / account holder | $204 | $8,295-97.5% | $5,472-96.3% | $11,403-98.2% |