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 | $25,183 | $76,407-67.0% | $150,298-83.2% | $82,448-69.5% |
| Participation rate | 50.9% | 66.4%-15.5pp | 77.8%-26.9pp | 68.1%-17.2pp |
| Annual return | 51.26% | 39.99%+11.3pp | 62.79%-11.5pp | 41.64%+9.6pp |
| Employer contribution / active EE | $596 | $2,614-77.2% | $4,154-85.6% | $2,551-76.6% |
| Participant deferral / active EE | $1,236 | $3,214-61.5% | $5,453-77.3% | $4,139-70.1% |
| Admin fee / account holder | $127 | $6,352-98.0% | $14,116-99.1% | $7,234-98.2% |