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 9-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 | $26,105 | $54,705-52.3% | $71,209-63.3% | $84,808-69.2% |
| Participation rate | 29.6% | 64.1%-34.4pp | 73.8%-44.1pp | 68.3%-38.7pp |
| Annual return | 13.95% | 35.90%-21.9pp | 282.51%-268.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $397 | $2,158-81.6% | $2,721-85.4% | $2,631-84.9% |
| Participant deferral / active EE | $1,573 | $3,030-48.1% | $4,175-62.3% | $4,212-62.7% |
| Admin fee / account holder | $198 | $4,863-95.9% | $5,349-96.3% | $7,344-97.3% |