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 | $19,967 | $45,035-55.7% | $62,995-68.3% | $70,131-71.5% |
| Participation rate | 16.0% | 69.5%-53.5pp | 74.8%-58.8pp | 69.5%-53.5pp |
| Annual return | 22.87% | 18.76%+4.1pp | 87.57%-64.7pp | 73.14%-50.3pp |
| Employer contribution / active EE | $811 | $2,051-60.5% | $2,759-70.6% | $2,342-65.4% |
| Participant deferral / active EE | $1,453 | $2,465-41.0% | $3,329-56.3% | $3,332-56.4% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |