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 4-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 | $11,307 | $72,071-84.3% | $68,368-83.5% | $137,256-91.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 24.40% | 353.14%-328.7pp | 292.57%-268.2pp | 220.34%-195.9pp |
| Employer contribution / active EE | $605 | $2,788-78.3% | $2,649-77.2% | $4,156-85.5% |
| Participant deferral / active EE | $950 | $4,410-78.5% | $4,123-77.0% | $6,407-85.2% |
| Admin fee / account holder | $106 | $5,336-98.0% | $5,150-97.9% | $12,270-99.1% |