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 | $60,294 | $215,361-72.0% | $171,082-64.8% | $273,961-78.0% |
| Participation rate | 40.0% | 82.0%-42.0pp | 76.7%-36.7pp | 83.0%-43.0pp |
| Annual return | 1.80% | 25.14%-23.3pp | 32.56%-30.8pp | 41.45%-39.7pp |
| Employer contribution / active EE | $633 | $4,967-87.2% | $4,002-84.2% | $4,869-87.0% |
| Participant deferral / active EE | $2,570 | $5,543-53.6% | $4,797-46.4% | $5,287-51.4% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |