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 | $33,762 | $70,606-52.2% | $53,898-37.4% | $142,382-76.3% |
| Participation rate | 38.1% | 63.7%-25.6pp | 55.0%-16.9pp | 80.1%-42.0pp |
| Annual return | 36.78% | 619.81%-583.0pp | 528.60%-491.8pp | 217.08%-180.3pp |
| Employer contribution / active EE | $1,003 | $1,202-16.6% | $932+7.6% | $4,299-76.7% |
| Participant deferral / active EE | $1,484 | $2,364-37.2% | $1,826-18.8% | $6,507-77.2% |
| Admin fee / account holder | $299 | $2,852-89.5% | $2,491-88.0% | $12,624-97.6% |