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 8-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 | $8,055 | $37,426-78.5% | $77,482-89.6% | $79,858-89.9% |
| Participation rate | 28.8% | 41.5%-12.7pp | 54.2%-25.3pp | 69.6%-40.8pp |
| Annual return | 23.13% | 39.70%-16.6pp | 54.79%-31.7pp | 31.71%-8.6pp |
| Employer contribution / active EE | $488 | $637-23.3% | $986-50.5% | $2,471-80.2% |
| Participant deferral / active EE | $906 | $1,260-28.1% | $1,861-51.3% | $3,740-75.8% |
| Admin fee / account holder | $179 | $2,504-92.9% | $2,858-93.7% | $5,306-96.6% |