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 3-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 | $6,396 | $90,348-92.9% | $75,972-91.6% | $145,922-95.6% |
| Participation rate | 7.1% | 74.5%-67.3pp | 69.1%-61.9pp | 80.3%-73.1pp |
| Annual return | 10.62% | 620.88%-610.3pp | 359.55%-348.9pp | 561.29%-550.7pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $5,162-100.0% | $4,255-100.0% | $6,688-100.0% |
| Admin fee / account holder | $156 | $8,467-98.2% | $6,467-97.6% | $13,397-98.8% |