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 | $22,633 | $43,423-47.9% | $78,689-71.2% | $55,167-59.0% |
| Participation rate | 44.1% | 68.0%-23.9pp | 73.6%-29.4pp | 69.0%-24.9pp |
| Annual return | 13.40% | 11.53%+1.9pp | 62.18%-48.8pp | 169.23%-155.8pp |
| Employer contribution / active EE | $1,017 | $1,997-49.1% | $2,851-64.3% | $1,963-48.2% |
| Participant deferral / active EE | $2,173 | $2,509-13.4% | $3,517-38.2% | $3,054-28.9% |
| Admin fee / account holder | $225 | $416-45.9% | $4,510-95.0% | $504-55.3% |