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 | $17,847 | $101,283-82.4% | $75,826-76.5% | $135,375-86.8% |
| Participation rate | 54.2% | 72.7%-18.6pp | 68.2%-14.1pp | 82.6%-28.5pp |
| Annual return | 4.21% | 3384.62%-3380.4pp | 1914.15%-1909.9pp | 519.73%-515.5pp |
| Employer contribution / active EE | $552 | $2,382-76.8% | $1,913-71.1% | $4,779-88.4% |
| Participant deferral / active EE | $1,901 | $3,469-45.2% | $2,862-33.6% | $5,609-66.1% |
| Admin fee / account holder | $81 | $6,539-98.8% | $4,726-98.3% | $10,827-99.3% |