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 | $26,413 | $49,922-47.1% | $80,569-67.2% | $75,163-64.9% |
| Participation rate | 31.4% | 55.3%-23.9pp | 67.0%-35.6pp | 67.2%-35.8pp |
| Annual return | 17.43% | 34.69%-17.3pp | 935.43%-918.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $932 | $1,698-45.1% | $2,723-65.8% | $2,670-65.1% |
| Participant deferral / active EE | $1,917 | $2,990-35.9% | $4,447-56.9% | $4,125-53.5% |
| Admin fee / account holder | $0 | $3,577-100.0% | $5,377-100.0% | $5,651-100.0% |