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 9-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 | $37,294 | $100,852-63.0% | $90,404-58.7% | $158,922-76.5% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 23.72% | 1724.20%-1700.5pp | 1293.02%-1269.3pp | 302.83%-279.1pp |
| Employer contribution / active EE | $669 | $3,689-81.9% | $3,262-79.5% | $4,761-85.9% |
| Participant deferral / active EE | $810 | $4,348-81.4% | $3,963-79.6% | $5,982-86.5% |
| Admin fee / account holder | $15 | $6,501-99.8% | $5,611-99.7% | $11,246-99.9% |