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 | $23,958 | $103,949-77.0% | $69,182-65.4% | $273,961-91.3% |
| Participation rate | 33.3% | 67.4%-34.0pp | 55.1%-21.8pp | 83.0%-49.7pp |
| Annual return | 5.44% | 35.28%-29.8pp | -21.93%+27.4pp | 41.45%-36.0pp |
| Employer contribution / active EE | $528 | $1,783-70.4% | $1,206-56.2% | $4,869-89.1% |
| Participant deferral / active EE | $528 | $2,716-80.6% | $1,897-72.1% | $5,287-90.0% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |