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 | $25,508 | $74,888-65.9% | $71,209-64.2% | $142,382-82.1% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.1%-37.3pp |
| Annual return | 112.13% | 345.14%-233.0pp | 282.51%-170.4pp | 217.08%-105.0pp |
| Employer contribution / active EE | $701 | $2,854-75.5% | $2,721-74.3% | $4,299-83.7% |
| Participant deferral / active EE | $644 | $4,454-85.5% | $4,175-84.6% | $6,507-90.1% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |