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 | $38,639 | $104,251-62.9% | $91,001-57.5% | $147,584-73.8% |
| Participation rate | 45.5% | 78.2%-32.8pp | 75.6%-30.1pp | 82.8%-37.4pp |
| Annual return | 13.84% | 27.06%-13.2pp | 4.60%+9.2pp | 578.55%-564.7pp |
| Employer contribution / active EE | $986 | $3,116-68.3% | $2,456-59.8% | $4,876-79.8% |
| Participant deferral / active EE | $2,244 | $4,195-46.5% | $3,547-36.8% | $5,439-58.7% |
| Admin fee / account holder | $36 | $8,948-99.6% | $5,417-99.3% | $10,885-99.7% |