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 | $28,305 | $90,503-68.7% | $78,689-64.0% | $273,961-89.7% |
| Participation rate | 53.3% | 76.5%-23.2pp | 73.6%-20.2pp | 83.0%-29.7pp |
| Annual return | 5.77% | 75.60%-69.8pp | 62.18%-56.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $928 | $3,176-70.8% | $2,851-67.4% | $4,869-80.9% |
| Participant deferral / active EE | $1,339 | $3,901-65.7% | $3,517-61.9% | $5,287-74.7% |
| Admin fee / account holder | $25 | $5,263-99.5% | $4,510-99.4% | $10,132-99.8% |