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 | $27,188 | $48,076-43.4% | $78,689-65.4% | $62,891-56.8% |
| Participation rate | 52.7% | 65.2%-12.5pp | 73.6%-20.8pp | 69.3%-16.6pp |
| Annual return | 9.41% | 31.35%-21.9pp | 62.18%-52.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,185 | $2,015-41.2% | $2,851-58.4% | $2,281-48.1% |
| Participant deferral / active EE | $1,733 | $2,588-33.0% | $3,517-50.7% | $3,203-45.9% |
| Admin fee / account holder | $83 | $3,207-97.4% | $4,510-98.2% | $4,296-98.1% |