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 | $35,830 | $81,625-56.1% | $58,482-38.7% | $139,434-74.3% |
| Participation rate | 23.8% | 61.3%-37.5pp | 50.9%-27.0pp | 80.3%-56.5pp |
| Annual return | 20.23% | 7404.20%-7384.0pp | 4239.32%-4219.1pp | 372.94%-352.7pp |
| Employer contribution / active EE | $519 | $1,398-62.9% | $1,053-50.7% | $4,751-89.1% |
| Participant deferral / active EE | $2,351 | $2,557-8.0% | $1,924+22.2% | $6,710-65.0% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |