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 | $26,930 | $72,396-62.8% | $67,511-60.1% | $145,959-81.5% |
| Participation rate | 18.8% | 76.9%-58.1pp | 72.9%-54.1pp | 80.3%-61.5pp |
| Annual return | 13.18% | 7194.07%-7180.9pp | 3517.41%-3504.2pp | 561.95%-548.8pp |
| Employer contribution / active EE | $594 | $3,071-80.6% | $2,733-78.3% | $4,661-87.3% |
| Participant deferral / active EE | $998 | $4,781-79.1% | $4,000-75.1% | $6,689-85.1% |
| Admin fee / account holder | $0 | $5,538-100.0% | $3,999-100.0% | $13,398-100.0% |