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 | $6,913 | $35,183-80.4% | $73,545-90.6% | $70,131-90.1% |
| Participation rate | 35.3% | 42.9%-7.6pp | 54.9%-19.6pp | 69.5%-34.2pp |
| Annual return | 27.86% | 26.90%+1.0pp | -15.16%+43.0pp | 73.14%-45.3pp |
| Employer contribution / active EE | $600 | $709-15.3% | $1,219-50.8% | $2,342-74.4% |
| Participant deferral / active EE | $1,439 | $1,220+18.0% | $1,806-20.3% | $3,332-56.8% |
| Admin fee / account holder | $265 | $2,302-88.5% | $2,320-88.6% | $4,645-94.3% |