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 | $11,627 | $81,625-85.8% | $58,482-80.1% | $139,434-91.7% |
| Participation rate | 69.2% | 61.3%+7.9pp | 50.9%+18.4pp | 80.3%-11.1pp |
| Annual return | 23.27% | 7404.20%-7380.9pp | 4239.32%-4216.1pp | 372.94%-349.7pp |
| Employer contribution / active EE | $868 | $1,398-38.0% | $1,053-17.6% | $4,751-81.7% |
| Participant deferral / active EE | $1,856 | $2,557-27.4% | $1,924-3.5% | $6,710-72.3% |
| Admin fee / account holder | $104 | $3,265-96.8% | $2,516-95.9% | $11,403-99.1% |