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 | $16,901 | $115,770-85.4% | $101,248-83.3% | $158,922-89.4% |
| Participation rate | 38.9% | 79.4%-40.5pp | 75.8%-36.9pp | 82.0%-43.1pp |
| Annual return | 22.60% | 56.14%-33.5pp | 46.47%-23.9pp | 302.83%-280.2pp |
| Employer contribution / active EE | $1,102 | $4,175-73.6% | $3,660-69.9% | $4,761-76.8% |
| Participant deferral / active EE | $1,667 | $4,957-66.4% | $4,370-61.9% | $5,982-72.1% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |