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 | $38,541 | $85,022-54.7% | $70,515-45.3% | $139,434-72.4% |
| Participation rate | 31.8% | 73.9%-42.1pp | 68.3%-36.5pp | 80.3%-48.5pp |
| Annual return | 19.38% | 30.38%-11.0pp | 32.77%-13.4pp | 372.94%-353.6pp |
| Employer contribution / active EE | $862 | $3,909-78.0% | $2,973-71.0% | $4,751-81.9% |
| Participant deferral / active EE | $2,429 | $5,890-58.8% | $4,567-46.8% | $6,710-63.8% |
| Admin fee / account holder | $20 | $8,906-99.8% | $6,412-99.7% | $11,403-99.8% |