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 | $27,471 | $108,172-74.6% | $77,482-64.5% | $158,922-82.7% |
| Participation rate | 36.4% | 64.4%-28.1pp | 54.2%-17.8pp | 82.0%-45.6pp |
| Annual return | 20.68% | 31.67%-11.0pp | 54.79%-34.1pp | 302.83%-282.1pp |
| Employer contribution / active EE | $486 | $1,325-63.3% | $986-50.7% | $4,761-89.8% |
| Participant deferral / active EE | $1,366 | $2,456-44.4% | $1,861-26.6% | $5,982-77.2% |
| Admin fee / account holder | $20 | $3,708-99.5% | $2,858-99.3% | $11,246-99.8% |