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 | $23,947 | $56,897-57.9% | $84,750-71.7% | $62,891-61.9% |
| Participation rate | 54.8% | 68.5%-13.8pp | 76.6%-21.8pp | 69.3%-14.5pp |
| Annual return | 11.78% | 6.30%+5.5pp | 22.78%-11.0pp | 20.14%-8.4pp |
| Employer contribution / active EE | $778 | $2,400-67.6% | $3,574-78.2% | $2,281-65.9% |
| Participant deferral / active EE | $2,369 | $2,709-12.6% | $3,712-36.2% | $3,203-26.0% |
| Admin fee / account holder | $157 | $3,581-95.6% | $5,332-97.0% | $4,296-96.3% |