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 8-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 | $13,087 | $67,894-80.7% | $89,340-85.4% | $82,448-84.1% |
| Participation rate | 3.7% | 64.0%-60.3pp | 69.6%-65.9pp | 68.1%-64.4pp |
| Annual return | 14.96% | 19.21%-4.2pp | 20.57%-5.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $5,723-100.0% | $6,704-100.0% | $7,234-100.0% |