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 6-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 | $13,201 | $52,279-74.7% | $89,391-85.2% | $79,858-83.5% |
| Participation rate | 13.0% | 57.5%-44.5pp | 68.0%-54.9pp | 69.6%-56.6pp |
| Annual return | 59.68% | 22.16%+37.5pp | 245.62%-185.9pp | 31.71%+28.0pp |
| Employer contribution / active EE | $371 | $1,572-76.4% | $2,586-85.6% | $2,471-85.0% |
| Participant deferral / active EE | $890 | $2,740-67.5% | $3,890-77.1% | $3,740-76.2% |
| Admin fee / account holder | $34 | $3,356-99.0% | $4,881-99.3% | $5,306-99.4% |