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 4-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 | $16,240 | $81,248-80.0% | $155,509-89.6% | $80,856-79.9% |
| Participation rate | 48.8% | 66.2%-17.4pp | 78.2%-29.4pp | 67.6%-18.9pp |
| Annual return | 20.31% | 33.31%-13.0pp | 64.67%-44.4pp | 35.59%-15.3pp |
| Employer contribution / active EE | $489 | $3,100-84.2% | $4,672-89.5% | $2,755-82.2% |
| Participant deferral / active EE | $1,344 | $3,452-61.1% | $5,626-76.1% | $4,296-68.7% |
| Admin fee / account holder | $120 | $7,997-98.5% | $15,912-99.2% | $6,918-98.3% |