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 | $8,649 | $37,426-76.9% | $77,482-88.8% | $79,858-89.2% |
| Participation rate | 48.1% | 41.5%+6.6pp | 54.2%-6.0pp | 69.6%-21.5pp |
| Annual return | 20.45% | 39.70%-19.2pp | 54.79%-34.3pp | 31.71%-11.3pp |
| Employer contribution / active EE | $292 | $637-54.1% | $986-70.4% | $2,471-88.2% |
| Participant deferral / active EE | $732 | $1,260-41.9% | $1,861-60.7% | $3,740-80.4% |
| Admin fee / account holder | $75 | $2,504-97.0% | $2,858-97.4% | $5,306-98.6% |