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 | $12,611 | $76,407-83.5% | $150,298-91.6% | $82,448-84.7% |
| Participation rate | 56.7% | 66.4%-9.7pp | 77.8%-21.1pp | 68.1%-11.4pp |
| Annual return | 20.67% | 39.99%-19.3pp | 62.79%-42.1pp | 41.64%-21.0pp |
| Employer contribution / active EE | $414 | $2,614-84.1% | $4,154-90.0% | $2,551-83.8% |
| Participant deferral / active EE | $2,020 | $3,214-37.2% | $5,453-63.0% | $4,139-51.2% |
| Admin fee / account holder | $181 | $6,352-97.1% | $14,116-98.7% | $7,234-97.5% |