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 | $15,720 | $68,097-76.9% | $62,929-75.0% | $137,256-88.5% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.0%-20.0pp |
| Annual return | 19.31% | 1859.11%-1839.8pp | 1063.93%-1044.6pp | 220.34%-201.0pp |
| Employer contribution / active EE | $900 | $2,811-68.0% | $2,505-64.1% | $4,156-78.3% |
| Participant deferral / active EE | $4,192 | $4,553-7.9% | $3,888+7.8% | $6,407-34.6% |
| Admin fee / account holder | $150 | $6,521-97.7% | $5,065-97.0% | $12,270-98.8% |