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 8-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 | $59,632 | $155,788-61.7% | $124,672-52.2% | $167,490-64.4% |
| Participation rate | 66.7% | 81.1%-14.4pp | 74.6%-7.9pp | 82.1%-15.4pp |
| Annual return | 20.26% | 17.97%+2.3pp | 5142.93%-5122.7pp | 478.56%-458.3pp |
| Employer contribution / active EE | $3,753 | $4,163-9.9% | $3,324+12.9% | $4,837-22.4% |
| Participant deferral / active EE | $11,904 | $5,673+109.8% | $4,614+158.0% | $6,341+87.7% |
| Admin fee / account holder | $19 | $9,531-99.8% | $7,493-99.8% | $12,309-99.8% |