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 10-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 | $34,919 | $98,240-64.5% | $82,313-57.6% | $147,584-76.3% |
| Participation rate | 35.3% | 79.7%-44.4pp | 76.9%-41.6pp | 82.8%-47.5pp |
| Annual return | 15.71% | 30.85%-15.1pp | 25.88%-10.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,303 | $4,383-24.6% | $3,706-10.9% | $5,439-39.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |