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 | $12,538 | $65,685-80.9% | $57,179-78.1% | $273,961-95.4% |
| Participation rate | 22.7% | 78.3%-55.6pp | 75.3%-52.6pp | 83.0%-60.3pp |
| Annual return | 30.47% | 21.99%+8.5pp | 14.59%+15.9pp | 41.45%-11.0pp |
| Employer contribution / active EE | $656 | $3,279-80.0% | $2,682-75.6% | $4,869-86.5% |
| Participant deferral / active EE | $1,767 | $3,782-53.3% | $3,096-42.9% | $5,287-66.6% |
| Admin fee / account holder | $14 | $4,835-99.7% | $3,139-99.5% | $10,132-99.9% |