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 | $21,301 | $103,376-79.4% | $87,100-75.5% | $152,861-86.1% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.9%-16.9pp | 82.4%-22.4pp |
| Annual return | 25.05% | 28.10%-3.0pp | 28.19%-3.1pp | 345.32%-320.3pp |
| Employer contribution / active EE | $759 | $3,220-76.4% | $2,521-69.9% | $4,762-84.1% |
| Participant deferral / active EE | $1,587 | $4,778-66.8% | $4,049-60.8% | $5,850-72.9% |
| Admin fee / account holder | $34 | $12,205-99.7% | $7,497-99.5% | $11,596-99.7% |