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 4-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 | $9,134 | $156,846-94.2% | $121,098-92.5% | $139,434-93.4% |
| Participation rate | 15.4% | 76.4%-61.0pp | 69.5%-54.1pp | 80.3%-64.9pp |
| Annual return | 55.44% | 1474.56%-1419.1pp | 985.75%-930.3pp | 372.94%-317.5pp |
| Employer contribution / active EE | $544 | $5,536-90.2% | $4,164-86.9% | $4,751-88.6% |
| Participant deferral / active EE | $549 | $4,844-88.7% | $4,080-86.6% | $6,710-91.8% |
| Admin fee / account holder | $130 | $6,946-98.1% | $5,644-97.7% | $11,403-98.9% |