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 | $37,597 | $90,503-58.5% | $78,689-52.2% | $273,961-86.3% |
| Participation rate | 18.2% | 76.5%-58.3pp | 73.6%-55.4pp | 83.0%-64.8pp |
| Annual return | 8.65% | 75.60%-67.0pp | 62.18%-53.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $652 | $3,176-79.5% | $2,851-77.1% | $4,869-86.6% |
| Participant deferral / active EE | $1,262 | $3,901-67.6% | $3,517-64.1% | $5,287-76.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |