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 | $42,557 | $88,707-52.0% | $74,183-42.6% | $273,961-84.5% |
| Participation rate | 45.5% | 79.4%-34.0pp | 76.6%-31.2pp | 83.0%-37.6pp |
| Annual return | 4.22% | 11.94%-7.7pp | 17.74%-13.5pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,799 | $3,159-43.1% | $2,370-24.1% | $4,869-63.1% |
| Participant deferral / active EE | $2,427 | $4,212-42.4% | $3,550-31.6% | $5,287-54.1% |
| Admin fee / account holder | $264 | $8,717-97.0% | $5,586-95.3% | $10,132-97.4% |