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 10-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 | $69,171 | $25,723+168.9% | $69,1820% | $55,167+25.4% |
| Participation rate | 27.0% | 39.4%-12.4pp | 55.1%-28.1pp | 69.0%-42.0pp |
| Annual return | 8.25% | 9.56%-1.3pp | -21.93%+30.2pp | 169.23%-161.0pp |
| Employer contribution / active EE | $809 | $480+68.4% | $1,206-32.9% | $1,963-58.8% |
| Participant deferral / active EE | $1,260 | $963+30.8% | $1,897-33.6% | $3,054-58.7% |
| Admin fee / account holder | $280 | $365-23.3% | $2,697-89.6% | $504-44.5% |