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 | $24,144 | $53,127-54.6% | $86,590-72.1% | $70,131-65.6% |
| Participation rate | 60.9% | 65.3%-4.4pp | 73.5%-12.7pp | 69.5%-8.7pp |
| Annual return | 18.10% | 27.66%-9.6pp | 964.84%-946.7pp | 73.14%-55.0pp |
| Employer contribution / active EE | $994 | $2,068-52.0% | $2,839-65.0% | $2,342-57.6% |
| Participant deferral / active EE | $4,233 | $2,696+57.0% | $3,609+17.3% | $3,332+27.0% |
| Admin fee / account holder | $141 | $3,585-96.1% | $4,906-97.1% | $4,645-97.0% |