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 9-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 | $29,956 | $102,616-70.8% | $81,983-63.5% | $158,922-81.2% |
| Participation rate | 42.9% | 75.5%-32.7pp | 69.2%-26.4pp | 82.0%-39.1pp |
| Annual return | 25.01% | 61.04%-36.0pp | 41.31%-16.3pp | 302.83%-277.8pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,504 | $4,648-24.6% | $3,722-5.9% | $5,982-41.4% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |