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 10-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 | $57,895 | $83,337-30.5% | $67,834-14.7% | $273,961-78.9% |
| Participation rate | 60.0% | 76.4%-16.4pp | 68.8%-8.8pp | 83.0%-23.0pp |
| Annual return | 8.63% | 259.45%-250.8pp | 138.47%-129.8pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,353 | $3,287-28.4% | $2,403-2.1% | $4,869-51.7% |
| Participant deferral / active EE | $3,953 | $4,088-3.3% | $3,160+25.1% | $5,287-25.2% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |