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 | $20,495 | $90,503-77.4% | $78,689-74.0% | $273,961-92.5% |
| Participation rate | 42.9% | 76.5%-33.7pp | 73.6%-30.7pp | 83.0%-40.2pp |
| Annual return | 13.85% | 75.60%-61.8pp | 62.18%-48.3pp | 41.45%-27.6pp |
| Employer contribution / active EE | $848 | $3,176-73.3% | $2,851-70.2% | $4,869-82.6% |
| Participant deferral / active EE | $3,955 | $3,901+1.4% | $3,517+12.5% | $5,287-25.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |