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 | $24,285 | $118,849-79.6% | $96,562-74.9% | $167,490-85.5% |
| Participation rate | 33.3% | 75.5%-42.1pp | 69.8%-36.5pp | 82.1%-48.8pp |
| Annual return | 18.08% | 50.49%-32.4pp | 37.78%-19.7pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,945 | $3,120-37.7% | $2,356-17.5% | $4,837-59.8% |
| Participant deferral / active EE | $4,499 | $4,616-2.5% | $3,849+16.9% | $6,341-29.0% |
| Admin fee / account holder | $183 | $8,065-97.7% | $6,181-97.0% | $12,309-98.5% |