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 6-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 | $21,190 | $108,172-80.4% | $77,482-72.7% | $158,922-86.7% |
| Participation rate | 21.7% | 64.4%-42.7pp | 54.2%-32.4pp | 82.0%-60.2pp |
| Annual return | 13.58% | 31.67%-18.1pp | 54.79%-41.2pp | 302.83%-289.2pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,381 | $2,456-43.8% | $1,861-25.8% | $5,982-76.9% |
| Admin fee / account holder | $262 | $3,708-92.9% | $2,858-90.8% | $11,246-97.7% |