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 | $23,747 | $96,557-75.4% | $80,975-70.7% | $273,961-91.3% |
| Participation rate | 61.5% | 79.1%-17.5pp | 75.8%-14.3pp | 83.0%-21.5pp |
| Annual return | 4.85% | 15.14%-10.3pp | 17.10%-12.2pp | 41.45%-36.6pp |
| Employer contribution / active EE | $942 | $4,868-80.6% | $3,714-74.6% | $4,869-80.6% |
| Participant deferral / active EE | $2,741 | $6,598-58.5% | $5,696-51.9% | $5,287-48.2% |
| Admin fee / account holder | $59 | $7,492-99.2% | $5,516-98.9% | $10,132-99.4% |