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 6-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 | $15,888 | $111,724-85.8% | $93,606-83.0% | $145,922-89.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 11.71% | 202.98%-191.3pp | 133.20%-121.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $727 | $3,090-76.5% | $2,420-70.0% | $4,660-84.4% |
| Participant deferral / active EE | $1,418 | $4,912-71.1% | $4,411-67.8% | $6,688-78.8% |
| Admin fee / account holder | $240 | $10,250-97.7% | $8,285-97.1% | $13,397-98.2% |