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 | $23,765 | $176,377-86.5% | $134,143-82.3% | $158,922-85.0% |
| Participation rate | 22.2% | 78.7%-56.5pp | 72.2%-50.0pp | 82.0%-59.7pp |
| Annual return | 12.96% | 63.63%-50.7pp | 36.33%-23.4pp | 302.83%-289.9pp |
| Employer contribution / active EE | $94 | $5,040-98.1% | $3,704-97.5% | $4,761-98.0% |
| Participant deferral / active EE | $205 | $4,091-95.0% | $3,499-94.1% | $5,982-96.6% |
| Admin fee / account holder | $242 | $8,718-97.2% | $6,684-96.4% | $11,246-97.8% |