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 6-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 | $31,568 | $100,754-68.7% | $86,677-63.6% | $134,475-76.5% |
| Participation rate | 40.0% | 78.9%-38.9pp | 76.6%-36.6pp | 81.2%-41.2pp |
| Annual return | 7.30% | 29.04%-21.7pp | 35.91%-28.6pp | 417.96%-410.7pp |
| Employer contribution / active EE | $977 | $3,489-72.0% | $2,836-65.6% | $4,740-79.4% |
| Participant deferral / active EE | $2,371 | $5,338-55.6% | $4,656-49.1% | $6,400-62.9% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |