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 | $14,539 | $70,756-79.5% | $65,493-77.8% | $142,382-89.8% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.1%-20.1pp |
| Annual return | 20.77% | 1754.89%-1734.1pp | 982.45%-961.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $797 | $2,881-72.3% | $2,574-69.1% | $4,299-81.5% |
| Participant deferral / active EE | $2,085 | $4,637-55.0% | $3,961-47.4% | $6,507-68.0% |
| Admin fee / account holder | $183 | $6,559-97.2% | $5,028-96.4% | $12,624-98.6% |