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 | $55,525 | $96,557-42.5% | $80,975-31.4% | $273,961-79.7% |
| Participation rate | 25.0% | 79.1%-54.1pp | 75.8%-50.8pp | 83.0%-58.0pp |
| Annual return | 3.96% | 15.14%-11.2pp | 17.10%-13.1pp | 41.45%-37.5pp |
| Employer contribution / active EE | $831 | $4,868-82.9% | $3,714-77.6% | $4,869-82.9% |
| Participant deferral / active EE | $2,078 | $6,598-68.5% | $5,696-63.5% | $5,287-60.7% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |