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 | $28,020 | $84,233-66.7% | $170,442-83.6% | $70,131-60.0% |
| Participation rate | 51.7% | 70.8%-19.1pp | 83.6%-31.9pp | 69.5%-17.8pp |
| Annual return | 19.39% | 23.06%-3.7pp | 205.93%-186.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $950 | $3,387-72.0% | $5,433-82.5% | $2,342-59.4% |
| Participant deferral / active EE | $2,359 | $3,086-23.6% | $4,939-52.3% | $3,332-29.2% |
| Admin fee / account holder | $298 | $5,698-94.8% | $13,880-97.9% | $4,645-93.6% |