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 | $2,004 | $67,823-97.0% | $52,425-96.2% | $137,256-98.5% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 19.23% | 219.11%-199.9pp | 302.12%-282.9pp | 220.34%-201.1pp |
| Employer contribution / active EE | $112 | $1,163-90.4% | $914-87.8% | $4,156-97.3% |
| Participant deferral / active EE | $265 | $2,288-88.4% | $1,790-85.2% | $6,407-95.9% |
| Admin fee / account holder | $6 | $2,844-99.8% | $2,495-99.7% | $12,270-99.9% |