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 | $22,707 | $156,846-85.5% | $121,098-81.2% | $139,434-83.7% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 30.28% | 1474.56%-1444.3pp | 985.75%-955.5pp | 372.94%-342.7pp |
| Employer contribution / active EE | $256 | $5,536-95.4% | $4,164-93.8% | $4,751-94.6% |
| Participant deferral / active EE | $798 | $4,844-83.5% | $4,080-80.4% | $6,710-88.1% |
| Admin fee / account holder | $26 | $6,946-99.6% | $5,644-99.5% | $11,403-99.8% |