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 | $39,348 | $96,305-59.1% | $80,569-51.2% | $139,434-71.8% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 20.73% | 1350.08%-1329.4pp | 935.43%-914.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $689 | $3,262-78.9% | $2,723-74.7% | $4,751-85.5% |
| Participant deferral / active EE | $2,140 | $5,232-59.1% | $4,447-51.9% | $6,710-68.1% |
| Admin fee / account holder | $210 | $6,599-96.8% | $5,377-96.1% | $11,403-98.2% |