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 | $22,937 | $88,707-74.1% | $74,183-69.1% | $273,961-91.6% |
| Participation rate | 68.4% | 79.4%-11.0pp | 76.6%-8.2pp | 83.0%-14.6pp |
| Annual return | 10.81% | 11.94%-1.1pp | 17.74%-6.9pp | 41.45%-30.6pp |
| Employer contribution / active EE | $780 | $3,159-75.3% | $2,370-67.1% | $4,869-84.0% |
| Participant deferral / active EE | $2,915 | $4,212-30.8% | $3,550-17.9% | $5,287-44.9% |
| Admin fee / account holder | $49 | $8,717-99.4% | $5,586-99.1% | $10,132-99.5% |