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 | $41,818 | $63,346-34.0% | $92,233-54.7% | $70,131-40.4% |
| Participation rate | 20.0% | 68.7%-48.7pp | 76.5%-56.5pp | 69.5%-49.5pp |
| Annual return | 21.45% | 530.12%-508.7pp | 176.28%-154.8pp | 73.14%-51.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,511 | $2,854-47.1% | $3,897-61.2% | $3,332-54.7% |
| Admin fee / account holder | $3 | $3,840-99.9% | $5,194-99.9% | $4,645-99.9% |