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 10-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 | $36,126 | $107,334-66.3% | $92,893-61.1% | $152,861-76.4% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.4%-49.1pp |
| Annual return | 27.57% | 145.58%-118.0pp | 109.41%-81.8pp | 345.32%-317.7pp |
| Employer contribution / active EE | $917 | $4,221-78.3% | $3,653-74.9% | $4,762-80.7% |
| Participant deferral / active EE | $1,407 | $4,845-71.0% | $4,236-66.8% | $5,850-76.0% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |