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 | $26,834 | $60,022-55.3% | $88,946-69.8% | $84,808-68.4% |
| Participation rate | 14.7% | 57.8%-43.1pp | 68.8%-54.1pp | 68.3%-53.6pp |
| Annual return | 15.22% | 22.43%-7.2pp | 57.82%-42.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $971 | $3,114-68.8% | $4,581-78.8% | $4,212-76.9% |
| Admin fee / account holder | $46 | $4,811-99.0% | $8,261-99.4% | $7,344-99.4% |