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 | $16,778 | $90,503-81.5% | $78,689-78.7% | $273,961-93.9% |
| Participation rate | 68.8% | 76.5%-7.8pp | 73.6%-4.8pp | 83.0%-14.3pp |
| Annual return | 14.94% | 75.60%-60.7pp | 62.18%-47.2pp | 41.45%-26.5pp |
| Employer contribution / active EE | $1,943 | $3,176-38.8% | $2,851-31.8% | $4,869-60.1% |
| Participant deferral / active EE | $4,477 | $3,901+14.7% | $3,517+27.3% | $5,287-15.3% |
| Admin fee / account holder | $156 | $5,263-97.0% | $4,510-96.6% | $10,132-98.5% |