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 | $31,695 | $67,411-53.0% | $91,001-65.2% | $70,131-54.8% |
| Participation rate | 49.3% | 71.4%-22.0pp | 75.6%-26.3pp | 69.5%-20.2pp |
| Annual return | 13.61% | -40.16%+53.8pp | 4.60%+9.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $544 | $1,786-69.5% | $2,456-77.8% | $2,342-76.8% |
| Participant deferral / active EE | $1,642 | $2,823-41.8% | $3,547-53.7% | $3,332-50.7% |
| Admin fee / account holder | $43 | $4,236-99.0% | $5,417-99.2% | $4,645-99.1% |