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 | $20,131 | $54,762-63.2% | $90,281-77.7% | $72,985-72.4% |
| Participation rate | 58.6% | 65.1%-6.5pp | 73.3%-14.6pp | 69.5%-10.9pp |
| Annual return | 22.16% | 30.63%-8.5pp | 78.10%-55.9pp | 81.00%-58.8pp |
| Employer contribution / active EE | $615 | $2,092-70.6% | $2,854-78.4% | $2,440-74.8% |
| Participant deferral / active EE | $1,882 | $2,887-34.8% | $3,885-51.6% | $3,607-47.8% |
| Admin fee / account holder | $232 | $3,972-94.1% | $5,351-95.7% | $5,124-95.5% |