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 | $21,614 | $87,166-75.2% | $76,735-71.8% | $137,256-84.3% |
| Participation rate | 44.4% | 74.4%-29.9pp | 69.5%-25.1pp | 80.0%-35.5pp |
| Annual return | 16.98% | 26.50%-9.5pp | 29.77%-12.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,270 | $2,904-56.3% | $2,454-48.2% | $4,156-69.4% |
| Participant deferral / active EE | $1,793 | $4,726-62.1% | $4,088-56.1% | $6,407-72.0% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |