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 | $3,489 | $67,823-94.9% | $52,425-93.3% | $137,256-97.5% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 25.93% | 219.11%-193.2pp | 302.12%-276.2pp | 220.34%-194.4pp |
| Employer contribution / active EE | $254 | $1,163-78.1% | $914-72.2% | $4,156-93.9% |
| Participant deferral / active EE | $418 | $2,288-81.7% | $1,790-76.6% | $6,407-93.5% |
| Admin fee / account holder | $19 | $2,844-99.3% | $2,495-99.2% | $12,270-99.8% |