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 | $22,559 | $72,277-68.8% | $101,248-77.7% | $79,858-71.8% |
| Participation rate | 25.0% | 68.5%-43.5pp | 75.8%-50.8pp | 69.6%-44.6pp |
| Annual return | 198.39% | 22.30%+176.1pp | 46.47%+151.9pp | 31.71%+166.7pp |
| Employer contribution / active EE | $883 | $2,692-67.2% | $3,660-75.9% | $2,471-64.3% |
| Participant deferral / active EE | $1,955 | $3,282-40.4% | $4,370-55.3% | $3,740-47.7% |
| Admin fee / account holder | $51 | $4,400-98.9% | $5,945-99.2% | $5,306-99.0% |