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 | $41,570 | $99,079-58.0% | $77,999-46.7% | $273,961-84.8% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.5%-11.9pp | 83.0%-19.4pp |
| Annual return | 15.38% | 217.93%-202.5pp | 425.96%-410.6pp | 41.45%-26.1pp |
| Employer contribution / active EE | $1,601 | $3,308-51.6% | $2,470-35.2% | $4,869-67.1% |
| Participant deferral / active EE | $4,009 | $4,306-6.9% | $3,497+14.7% | $5,287-24.2% |
| Admin fee / account holder | $190 | $8,954-97.9% | $5,480-96.5% | $10,132-98.1% |