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 | $22,047 | $99,341-77.8% | $84,750-74.0% | $273,961-92.0% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 10.31% | 22.93%-12.6pp | 22.78%-12.5pp | 41.45%-31.1pp |
| Employer contribution / active EE | $872 | $4,214-79.3% | $3,574-75.6% | $4,869-82.1% |
| Participant deferral / active EE | $6,240 | $4,269+46.2% | $3,712+68.1% | $5,287+18.0% |
| Admin fee / account holder | $80 | $6,644-98.8% | $5,332-98.5% | $10,132-99.2% |