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 | $15,822 | $100,901-84.3% | $75,670-79.1% | $147,584-89.3% |
| Participation rate | 50.0% | 77.1%-27.1pp | 72.3%-22.3pp | 82.8%-32.8pp |
| Annual return | 18.71% | 35.78%-17.1pp | 27.34%-8.6pp | 578.55%-559.8pp |
| Employer contribution / active EE | $966 | $3,253-70.3% | $2,352-58.9% | $4,876-80.2% |
| Participant deferral / active EE | $2,825 | $4,027-29.8% | $3,142-10.1% | $5,439-48.1% |
| Admin fee / account holder | $6 | $11,285-99.9% | $5,800-99.9% | $10,885-99.9% |