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 8-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 | $46,570 | $29,319+58.8% | $52,425-11.2% | $82,448-43.5% |
| Participation rate | 10.5% | 46.9%-36.3pp | 55.6%-45.1pp | 68.1%-57.5pp |
| Annual return | 21.72% | 535.20%-513.5pp | 302.12%-280.4pp | 41.64%-19.9pp |
| Employer contribution / active EE | $207 | $586-64.7% | $914-77.4% | $2,551-91.9% |
| Participant deferral / active EE | $998 | $1,171-14.8% | $1,790-44.3% | $4,139-75.9% |
| Admin fee / account holder | $20 | $1,962-99.0% | $2,495-99.2% | $7,234-99.7% |