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 | $42,054 | $58,726-28.4% | $92,233-54.4% | $62,292-32.5% |
| Participation rate | 45.7% | 68.3%-22.6pp | 76.5%-30.8pp | 69.5%-23.8pp |
| Annual return | 17.37% | 43.62%-26.2pp | 176.28%-158.9pp | 28.90%-11.5pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,148 | $2,766+13.8% | $3,897-19.2% | $3,169-0.6% |
| Admin fee / account holder | $137 | $556-75.4% | $5,194-97.4% | $479-71.5% |