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 | $13,625 | $90,503-84.9% | $78,689-82.7% | $273,961-95.0% |
| Participation rate | 55.6% | 76.5%-21.0pp | 73.6%-18.0pp | 83.0%-27.5pp |
| Annual return | 15.01% | 75.60%-60.6pp | 62.18%-47.2pp | 41.45%-26.4pp |
| Employer contribution / active EE | $710 | $3,176-77.7% | $2,851-75.1% | $4,869-85.4% |
| Participant deferral / active EE | $2,506 | $3,901-35.8% | $3,517-28.8% | $5,287-52.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |