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 | $21,718 | $91,037-76.1% | $71,671-69.7% | $147,584-85.3% |
| Participation rate | 63.6% | 76.1%-12.5pp | 68.7%-5.1pp | 82.8%-19.2pp |
| Annual return | 54.93% | 20.48%+34.5pp | 20.65%+34.3pp | 578.55%-523.6pp |
| Employer contribution / active EE | $2,077 | $3,327-37.6% | $2,460-15.6% | $4,876-57.4% |
| Participant deferral / active EE | $4,956 | $4,498+10.2% | $3,438+44.2% | $5,439-8.9% |
| Admin fee / account holder | $24 | $8,613-99.7% | $5,558-99.6% | $10,885-99.8% |