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 5-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 | $17,364 | $117,983-85.3% | $101,794-82.9% | $142,382-87.8% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.2%-6.7pp | 80.1%-17.6pp |
| Annual return | 18.47% | 36.92%-18.4pp | 30.53%-12.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $638 | $2,773-77.0% | $2,289-72.1% | $4,299-85.2% |
| Participant deferral / active EE | $1,893 | $4,714-59.8% | $4,084-53.6% | $6,507-70.9% |
| Admin fee / account holder | $258 | $10,433-97.5% | $8,777-97.1% | $12,624-98.0% |