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 | $85,498 | $110,502-22.6% | $80,716+5.9% | $167,490-49.0% |
| Participation rate | 33.3% | 64.0%-30.6pp | 54.2%-20.8pp | 82.1%-48.8pp |
| Annual return | 6.22% | 120.54%-114.3pp | 87.28%-81.1pp | 478.56%-472.3pp |
| Employer contribution / active EE | $620 | $1,543-59.8% | $1,160-46.6% | $4,837-87.2% |
| Participant deferral / active EE | $1,033 | $2,871-64.0% | $2,146-51.8% | $6,341-83.7% |
| Admin fee / account holder | $20 | $4,545-99.6% | $3,380-99.4% | $12,309-99.8% |