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 | $53,739 | $150,440-64.3% | $136,294-60.6% | $147,584-63.6% |
| Participation rate | 68.2% | 84.4%-16.2pp | 81.9%-13.7pp | 82.8%-14.6pp |
| Annual return | 12.71% | 1049.08%-1036.4pp | 5155.94%-5143.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,210 | $5,256-77.0% | $4,695-74.2% | $4,876-75.2% |
| Participant deferral / active EE | $2,144 | $6,630-67.7% | $6,247-65.7% | $5,439-60.6% |
| Admin fee / account holder | $2 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |