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 10-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 | $40,620 | $150,440-73.0% | $136,294-70.2% | $147,584-72.5% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 10.72% | 1049.08%-1038.4pp | 5155.94%-5145.2pp | 578.55%-567.8pp |
| Employer contribution / active EE | $2,725 | $5,256-48.2% | $4,695-42.0% | $4,876-44.1% |
| Participant deferral / active EE | $3,579 | $6,630-46.0% | $6,247-42.7% | $5,439-34.2% |
| Admin fee / account holder | $239 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |