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 | $2,336 | $29,667-92.1% | $56,441-95.9% | $80,874-97.1% |
| Participation rate | 38.0% | 41.7%-3.7pp | 52.5%-14.5pp | 67.6%-29.7pp |
| Annual return | 21.63% | 35.22%-13.6pp | 1704.21%-1682.6pp | 35.62%-14.0pp |
| Employer contribution / active EE | $142 | $669-78.8% | $1,039-86.3% | $2,756-94.8% |
| Participant deferral / active EE | $392 | $1,227-68.0% | $1,953-79.9% | $4,297-90.9% |
| Admin fee / account holder | $193 | $2,429-92.0% | $2,829-93.2% | $6,935-97.2% |