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 | $14,833 | $85,202-82.6% | $172,739-91.4% | $72,985-79.7% |
| Participation rate | 50.9% | 70.1%-19.2pp | 82.6%-31.7pp | 69.5%-18.6pp |
| Annual return | 23.02% | 27.32%-4.3pp | 802.84%-779.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $949 | $3,324-71.4% | $5,143-81.5% | $2,440-61.1% |
| Participant deferral / active EE | $1,804 | $3,260-44.7% | $5,198-65.3% | $3,607-50.0% |
| Admin fee / account holder | $220 | $5,884-96.3% | $13,954-98.4% | $5,124-95.7% |