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 | $17,274 | $100,852-82.9% | $90,404-80.9% | $158,922-89.1% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.7%-35.2pp | 82.0%-44.5pp |
| Annual return | 27.95% | 1724.20%-1696.3pp | 1293.02%-1265.1pp | 302.83%-274.9pp |
| Employer contribution / active EE | $684 | $3,689-81.5% | $3,262-79.0% | $4,761-85.6% |
| Participant deferral / active EE | $1,311 | $4,348-69.9% | $3,963-66.9% | $5,982-78.1% |
| Admin fee / account holder | $60 | $6,501-99.1% | $5,611-98.9% | $11,246-99.5% |