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 | $31,584 | $89,355-64.7% | $141,162-77.6% | $72,985-56.7% |
| Participation rate | 54.2% | 75.1%-21.0pp | 82.5%-28.3pp | 69.5%-15.3pp |
| Annual return | 24.96% | 111.85%-86.9pp | 71.39%-46.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,688 | $5,418+5.0% | $6,709-15.2% | $3,607+57.7% |
| Admin fee / account holder | $7 | $5,958-99.9% | $10,261-99.9% | $5,124-99.9% |