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 | $31,951 | $88,707-64.0% | $74,183-56.9% | $273,961-88.3% |
| Participation rate | 41.7% | 79.4%-37.8pp | 76.6%-35.0pp | 83.0%-41.3pp |
| Annual return | 3.41% | 11.94%-8.5pp | 17.74%-14.3pp | 41.45%-38.0pp |
| Employer contribution / active EE | $677 | $3,159-78.6% | $2,370-71.4% | $4,869-86.1% |
| Participant deferral / active EE | $2,424 | $4,212-42.5% | $3,550-31.7% | $5,287-54.2% |
| Admin fee / account holder | $5 | $8,717-99.9% | $5,586-99.9% | $10,132-100.0% |