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 | $16,932 | $30,400-44.3% | $53,898-68.6% | $84,808-80.0% |
| Participation rate | 25.0% | 46.4%-21.4pp | 55.0%-30.0pp | 68.3%-43.3pp |
| Annual return | 19.20% | 500.19%-481.0pp | 528.60%-509.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $259 | $603-57.0% | $932-72.2% | $2,631-90.2% |
| Participant deferral / active EE | $527 | $1,199-56.0% | $1,826-71.1% | $4,212-87.5% |
| Admin fee / account holder | $225 | $1,993-88.7% | $2,491-91.0% | $7,344-96.9% |