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 5-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 | $21,134 | $64,480-67.2% | $81,382-74.0% | $80,856-73.9% |
| Participation rate | 69.2% | 63.9%+5.4pp | 69.5%-0.3pp | 67.6%+1.6pp |
| Annual return | 12.77% | 16.34%-3.6pp | 24.73%-12.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,044 | $1,978-47.2% | $2,463-57.6% | $2,755-62.1% |
| Participant deferral / active EE | $4,564 | $3,094+47.5% | $3,883+17.5% | $4,296+6.2% |
| Admin fee / account holder | $172 | $5,671-97.0% | $5,768-97.0% | $6,918-97.5% |