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 | $21,745 | $99,020-78.0% | $86,590-74.9% | $147,584-85.3% |
| Participation rate | 12.5% | 76.3%-63.8pp | 73.5%-61.0pp | 82.8%-70.3pp |
| Annual return | 35.42% | 1312.34%-1276.9pp | 964.84%-929.4pp | 578.55%-543.1pp |
| Employer contribution / active EE | $646 | $3,132-79.4% | $2,839-77.3% | $4,876-86.8% |
| Participant deferral / active EE | $807 | $3,972-79.7% | $3,609-77.6% | $5,439-85.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |