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 | $21,983 | $80,812-72.8% | $160,784-86.3% | $82,448-73.3% |
| Participation rate | 31.9% | 66.2%-34.3pp | 77.0%-45.0pp | 68.1%-36.1pp |
| Annual return | 21.97% | 100.59%-78.6pp | 1803.92%-1781.9pp | 41.64%-19.7pp |
| Employer contribution / active EE | $604 | $2,174-72.2% | $3,733-83.8% | $2,551-76.3% |
| Participant deferral / active EE | $1,509 | $4,335-65.2% | $6,293-76.0% | $4,139-63.5% |
| Admin fee / account holder | $118 | $7,695-98.5% | $9,717-98.8% | $7,234-98.4% |