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 | $33,213 | $108,919-69.5% | $100,391-66.9% | $145,922-77.2% |
| Participation rate | 50.0% | 82.9%-32.9pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 170.36% | 57.88%+112.5pp | 49.20%+121.2pp | 561.29%-390.9pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $14,285 | $8,445+69.2% | $8,082+76.8% | $6,688+113.6% |
| Admin fee / account holder | $191 | $9,689-98.0% | $7,899-97.6% | $13,397-98.6% |