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 | $48,971 | $102,616-52.3% | $81,983-40.3% | $158,922-69.2% |
| Participation rate | 35.7% | 75.5%-39.8pp | 69.2%-33.5pp | 82.0%-46.2pp |
| Annual return | 22.35% | 61.04%-38.7pp | 41.31%-19.0pp | 302.83%-280.5pp |
| Employer contribution / active EE | $516 | $3,240-84.1% | $2,498-79.4% | $4,761-89.2% |
| Participant deferral / active EE | $1,120 | $4,648-75.9% | $3,722-69.9% | $5,982-81.3% |
| Admin fee / account holder | $297 | $8,235-96.4% | $5,664-94.7% | $11,246-97.4% |