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 | $22,207 | $103,376-78.5% | $87,100-74.5% | $152,861-85.5% |
| Participation rate | 59.1% | 79.3%-20.3pp | 76.9%-17.8pp | 82.4%-23.4pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,649 | $3,220-17.7% | $2,521+5.1% | $4,762-44.4% |
| Participant deferral / active EE | $6,852 | $4,778+43.4% | $4,049+69.2% | $5,850+17.1% |
| Admin fee / account holder | $13 | $12,205-99.9% | $7,497-99.8% | $11,596-99.9% |