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 | $25,028 | $215,361-88.4% | $171,082-85.4% | $273,961-90.9% |
| Participation rate | 47.1% | 82.0%-35.0pp | 76.7%-29.6pp | 83.0%-36.0pp |
| Annual return | 9.48% | 25.14%-15.7pp | 32.56%-23.1pp | 41.45%-32.0pp |
| Employer contribution / active EE | $463 | $4,967-90.7% | $4,002-88.4% | $4,869-90.5% |
| Participant deferral / active EE | $786 | $5,543-85.8% | $4,797-83.6% | $5,287-85.1% |
| Admin fee / account holder | $239 | $10,846-97.8% | $8,520-97.2% | $10,132-97.6% |