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 | $31,092 | $99,341-68.7% | $84,750-63.3% | $273,961-88.7% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 11.61% | 22.93%-11.3pp | 22.78%-11.2pp | 41.45%-29.8pp |
| Employer contribution / active EE | $754 | $4,214-82.1% | $3,574-78.9% | $4,869-84.5% |
| Participant deferral / active EE | $3,000 | $4,269-29.7% | $3,712-19.2% | $5,287-43.3% |
| Admin fee / account holder | $116 | $6,644-98.2% | $5,332-97.8% | $10,132-98.9% |