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 4-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 | $26,196 | $74,888-65.0% | $71,209-63.2% | $142,382-81.6% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.8%-15.4pp | 80.1%-21.8pp |
| Annual return | 18.66% | 345.14%-326.5pp | 282.51%-263.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $649 | $2,854-77.3% | $2,721-76.2% | $4,299-84.9% |
| Participant deferral / active EE | $2,847 | $4,454-36.1% | $4,175-31.8% | $6,507-56.3% |
| Admin fee / account holder | $131 | $5,568-97.7% | $5,349-97.6% | $12,624-99.0% |