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 | $17,210 | $53,127-67.6% | $86,590-80.1% | $70,131-75.5% |
| Participation rate | 55.2% | 65.3%-10.1pp | 73.5%-18.4pp | 69.5%-14.4pp |
| Annual return | 22.91% | 27.66%-4.8pp | 964.84%-941.9pp | 73.14%-50.2pp |
| Employer contribution / active EE | $714 | $2,068-65.5% | $2,839-74.9% | $2,342-69.5% |
| Participant deferral / active EE | $1,632 | $2,696-39.5% | $3,609-54.8% | $3,332-51.0% |
| Admin fee / account holder | $232 | $3,585-93.5% | $4,906-95.3% | $4,645-95.0% |