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 | $34,543 | $90,503-61.8% | $78,689-56.1% | $273,961-87.4% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 41.42% | 75.60%-34.2pp | 62.18%-20.8pp | 41.45%0pp |
| Employer contribution / active EE | $1,698 | $3,176-46.5% | $2,851-40.4% | $4,869-65.1% |
| Participant deferral / active EE | $3,397 | $3,901-12.9% | $3,517-3.4% | $5,287-35.8% |
| Admin fee / account holder | $125 | $5,263-97.6% | $4,510-97.2% | $10,132-98.8% |