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 | $20,031 | $109,327-81.7% | $89,391-77.6% | $158,922-87.4% |
| Participation rate | 52.9% | 74.3%-21.3pp | 68.0%-15.0pp | 82.0%-29.0pp |
| Annual return | 22.58% | 345.68%-323.1pp | 245.62%-223.0pp | 302.83%-280.2pp |
| Employer contribution / active EE | $844 | $3,170-73.4% | $2,586-67.3% | $4,761-82.3% |
| Participant deferral / active EE | $1,494 | $4,598-67.5% | $3,890-61.6% | $5,982-75.0% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |