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 | $29,943 | $99,341-69.9% | $84,750-64.7% | $273,961-89.1% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 11.76% | 22.93%-11.2pp | 22.78%-11.0pp | 41.45%-29.7pp |
| Employer contribution / active EE | $745 | $4,214-82.3% | $3,574-79.2% | $4,869-84.7% |
| Participant deferral / active EE | $4,023 | $4,269-5.8% | $3,712+8.4% | $5,287-23.9% |
| Admin fee / account holder | $221 | $6,644-96.7% | $5,332-95.9% | $10,132-97.8% |