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 | $30,991 | $112,881-72.5% | $90,951-65.9% | $158,922-80.5% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 9.21% | 215.79%-206.6pp | 134.60%-125.4pp | 302.83%-293.6pp |
| Employer contribution / active EE | $918 | $2,893-68.3% | $2,122-56.7% | $4,761-80.7% |
| Participant deferral / active EE | $1,487 | $4,128-64.0% | $3,373-55.9% | $5,982-75.1% |
| Admin fee / account holder | $85 | $8,041-98.9% | $5,959-98.6% | $11,246-99.2% |