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 3-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 | $1,284 | $67,823-98.1% | $52,425-97.6% | $137,256-99.1% |
| Participation rate | 65.0% | 63.9%+1.1pp | 55.6%+9.4pp | 80.0%-15.0pp |
| Annual return | 27.65% | 219.11%-191.5pp | 302.12%-274.5pp | 220.34%-192.7pp |
| Employer contribution / active EE | $275 | $1,163-76.3% | $914-69.9% | $4,156-93.4% |
| Participant deferral / active EE | $422 | $2,288-81.5% | $1,790-76.4% | $6,407-93.4% |
| Admin fee / account holder | $5 | $2,844-99.8% | $2,495-99.8% | $12,270-100.0% |