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 | $18,041 | $53,018-66.0% | $70,014-74.2% | $62,891-71.3% |
| Participation rate | 34.0% | 67.2%-33.2pp | 71.8%-37.8pp | 69.3%-35.3pp |
| Annual return | 6.04% | 13.35%-7.3pp | 12.99%-6.9pp | 20.14%-14.1pp |
| Employer contribution / active EE | $863 | $1,799-52.0% | $2,338-63.1% | $2,281-62.2% |
| Participant deferral / active EE | $1,669 | $2,395-30.3% | $2,931-43.0% | $3,203-47.9% |
| Admin fee / account holder | $185 | $3,690-95.0% | $4,380-95.8% | $4,296-95.7% |