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 7-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 | $10,041 | $96,305-89.6% | $80,569-87.5% | $139,434-92.8% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 15.53% | 1350.08%-1334.6pp | 935.43%-919.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,452 | $3,262-55.5% | $2,723-46.7% | $4,751-69.4% |
| Participant deferral / active EE | $1,474 | $5,232-71.8% | $4,447-66.9% | $6,710-78.0% |
| Admin fee / account holder | $43 | $6,599-99.4% | $5,377-99.2% | $11,403-99.6% |