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 | $14,035 | $83,337-83.2% | $67,834-79.3% | $273,961-94.9% |
| Participation rate | 44.4% | 76.4%-32.0pp | 68.8%-24.4pp | 83.0%-38.6pp |
| Annual return | 8.96% | 259.45%-250.5pp | 138.47%-129.5pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,163 | $3,287-64.6% | $2,403-51.6% | $4,869-76.1% |
| Participant deferral / active EE | $1,571 | $4,088-61.6% | $3,160-50.3% | $5,287-70.3% |
| Admin fee / account holder | $277 | $6,752-95.9% | $4,622-94.0% | $10,132-97.3% |