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 5-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 | $48,584 | $111,724-56.5% | $93,606-48.1% | $145,922-66.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 8.61% | 202.98%-194.4pp | 133.20%-124.6pp | 561.29%-552.7pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,852 | $4,912-62.3% | $4,411-58.0% | $6,688-72.3% |
| Admin fee / account holder | $286 | $10,250-97.2% | $8,285-96.5% | $13,397-97.9% |