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 | $29,413 | $131,829-77.7% | $108,579-72.9% | $273,961-89.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 6.55% | -91.57%+98.1pp | -51.70%+58.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,144 | $4,912-76.7% | $3,758-69.6% | $4,869-76.5% |
| Participant deferral / active EE | $1,618 | $5,127-68.5% | $4,311-62.5% | $5,287-69.4% |
| Admin fee / account holder | $290 | $10,252-97.2% | $7,645-96.2% | $10,132-97.1% |