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 7-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 | $18,885 | $52,279-63.9% | $89,391-78.9% | $79,858-76.4% |
| Participation rate | 45.8% | 57.5%-11.7pp | 68.0%-22.1pp | 69.6%-23.8pp |
| Annual return | 24.68% | 22.16%+2.5pp | 245.62%-220.9pp | 31.71%-7.0pp |
| Employer contribution / active EE | $1,369 | $1,572-12.9% | $2,586-47.1% | $2,471-44.6% |
| Participant deferral / active EE | $2,312 | $2,740-15.6% | $3,890-40.6% | $3,740-38.2% |
| Admin fee / account holder | $236 | $3,356-93.0% | $4,881-95.2% | $5,306-95.6% |