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 | $39,561 | $108,172-63.4% | $77,482-48.9% | $158,922-75.1% |
| Participation rate | 53.8% | 64.4%-10.6pp | 54.2%-0.3pp | 82.0%-28.1pp |
| Annual return | 6.55% | 31.67%-25.1pp | 54.79%-48.2pp | 302.83%-296.3pp |
| Employer contribution / active EE | $687 | $1,325-48.2% | $986-30.4% | $4,761-85.6% |
| Participant deferral / active EE | $723 | $2,456-70.5% | $1,861-61.1% | $5,982-87.9% |
| Admin fee / account holder | $249 | $3,708-93.3% | $2,858-91.3% | $11,246-97.8% |