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 | $41,272 | $60,349-31.6% | $74,183-44.4% | $62,891-34.4% |
| Participation rate | 37.9% | 72.7%-34.8pp | 76.6%-38.7pp | 69.3%-31.4pp |
| Annual return | 14.02% | 21.37%-7.4pp | 17.74%-3.7pp | 20.14%-6.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,329 | $2,856-53.5% | $3,550-62.5% | $3,203-58.5% |
| Admin fee / account holder | $261 | $4,261-93.9% | $5,586-95.3% | $4,296-93.9% |