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 10-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 | $26,547 | $100,852-73.7% | $90,404-70.6% | $158,922-83.3% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 43.64% | 1724.20%-1680.6pp | 1293.02%-1249.4pp | 302.83%-259.2pp |
| Employer contribution / active EE | $213 | $3,689-94.2% | $3,262-93.5% | $4,761-95.5% |
| Participant deferral / active EE | $4,701 | $4,348+8.1% | $3,963+18.6% | $5,982-21.4% |
| Admin fee / account holder | $170 | $6,501-97.4% | $5,611-97.0% | $11,246-98.5% |