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 5-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 | $18,996 | $54,705-65.3% | $71,209-73.3% | $84,808-77.6% |
| Participation rate | 51.9% | 64.1%-12.2pp | 73.8%-21.9pp | 68.3%-16.5pp |
| Annual return | 22.25% | 35.90%-13.6pp | 282.51%-260.3pp | 40.90%-18.6pp |
| Employer contribution / active EE | $498 | $2,158-76.9% | $2,721-81.7% | $2,631-81.1% |
| Participant deferral / active EE | $2,464 | $3,030-18.7% | $4,175-41.0% | $4,212-41.5% |
| Admin fee / account holder | $27 | $4,863-99.4% | $5,349-99.5% | $7,344-99.6% |