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 | $23,359 | $30,400-23.2% | $53,898-56.7% | $84,808-72.5% |
| Participation rate | 16.1% | 46.4%-30.4pp | 55.0%-38.9pp | 68.3%-52.2pp |
| Annual return | 17.78% | 500.19%-482.4pp | 528.60%-510.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $275 | $603-54.4% | $932-70.5% | $2,631-89.6% |
| Participant deferral / active EE | $299 | $1,199-75.1% | $1,826-83.6% | $4,212-92.9% |
| Admin fee / account holder | $11 | $1,993-99.5% | $2,491-99.6% | $7,344-99.9% |