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 | $53,392 | $81,625-34.6% | $58,482-8.7% | $139,434-61.7% |
| Participation rate | 60.0% | 61.3%-1.3pp | 50.9%+9.1pp | 80.3%-20.3pp |
| Annual return | 34.57% | 7404.20%-7369.6pp | 4239.32%-4204.7pp | 372.94%-338.4pp |
| Employer contribution / active EE | $656 | $1,398-53.1% | $1,053-37.7% | $4,751-86.2% |
| Participant deferral / active EE | $1,972 | $2,557-22.9% | $1,924+2.5% | $6,710-70.6% |
| Admin fee / account holder | $273 | $3,265-91.6% | $2,516-89.1% | $11,403-97.6% |