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 3-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 | $35,449 | $183,592-80.7% | $155,567-77.2% | $145,959-75.7% |
| Participation rate | 14.3% | 82.7%-68.4pp | 78.2%-63.9pp | 80.3%-66.0pp |
| Annual return | 8.90% | 61.24%-52.3pp | 64.74%-55.8pp | 561.95%-553.0pp |
| Employer contribution / active EE | $1,042 | $5,315-80.4% | $4,674-77.7% | $4,661-77.7% |
| Participant deferral / active EE | $3,344 | $6,464-48.3% | $5,628-40.6% | $6,689-50.0% |
| Admin fee / account holder | $246 | $19,318-98.7% | $15,916-98.5% | $13,398-98.2% |