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 4-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 | $17,203 | $169,032-89.8% | $129,207-86.7% | $145,922-88.2% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 26.21% | 14330.11%-14303.9pp | 9417.33%-9391.1pp | 561.29%-535.1pp |
| Employer contribution / active EE | $1,296 | $5,537-76.6% | $4,153-68.8% | $4,660-72.2% |
| Participant deferral / active EE | $3,293 | $4,987-34.0% | $4,168-21.0% | $6,688-50.8% |
| Admin fee / account holder | $20 | $9,954-99.8% | $7,715-99.7% | $13,397-99.9% |