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 | $21,173 | $84,233-74.9% | $170,442-87.6% | $70,131-69.8% |
| Participation rate | 36.4% | 70.8%-34.5pp | 83.6%-47.2pp | 69.5%-33.2pp |
| Annual return | 24.45% | 23.06%+1.4pp | 205.93%-181.5pp | 73.14%-48.7pp |
| Employer contribution / active EE | $411 | $3,387-87.9% | $5,433-92.4% | $2,342-82.5% |
| Participant deferral / active EE | $937 | $3,086-69.6% | $4,939-81.0% | $3,332-71.9% |
| Admin fee / account holder | $34 | $5,698-99.4% | $13,880-99.8% | $4,645-99.3% |