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 5-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 | $146,824 | $30,400+383.0% | $53,898+172.4% | $84,808+73.1% |
| Participation rate | 4.3% | 46.4%-42.1pp | 55.0%-50.7pp | 68.3%-64.0pp |
| Annual return | 20.83% | 500.19%-479.4pp | 528.60%-507.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $112 | $603-81.5% | $932-88.0% | $2,631-95.8% |
| Participant deferral / active EE | $631 | $1,199-47.4% | $1,826-65.5% | $4,212-85.0% |
| Admin fee / account holder | $15 | $1,993-99.2% | $2,491-99.4% | $7,344-99.8% |