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 | $26,331 | $165,912-84.1% | $122,332-78.5% | $147,584-82.2% |
| Participation rate | 55.0% | 79.6%-24.6pp | 71.6%-16.6pp | 82.8%-27.8pp |
| Annual return | 15.15% | 34.55%-19.4pp | 30.27%-15.1pp | 578.55%-563.4pp |
| Employer contribution / active EE | $640 | $5,754-88.9% | $4,050-84.2% | $4,876-86.9% |
| Participant deferral / active EE | $1,175 | $4,005-70.7% | $3,287-64.3% | $5,439-78.4% |
| Admin fee / account holder | $128 | $7,424-98.3% | $5,478-97.7% | $10,885-98.8% |