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 | $27,284 | $84,233-67.6% | $170,442-84.0% | $70,131-61.1% |
| Participation rate | 56.7% | 70.8%-14.2pp | 83.6%-26.9pp | 69.5%-12.9pp |
| Annual return | 14.05% | 23.06%-9.0pp | 205.93%-191.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $434 | $3,387-87.2% | $5,433-92.0% | $2,342-81.5% |
| Participant deferral / active EE | $1,022 | $3,086-66.9% | $4,939-79.3% | $3,332-69.3% |
| Admin fee / account holder | $296 | $5,698-94.8% | $13,880-97.9% | $4,645-93.6% |