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 | $21,593 | $81,460-73.5% | $103,333-79.1% | $80,856-73.3% |
| Participation rate | 51.4% | 66.8%-15.4pp | 74.5%-23.1pp | 67.6%-16.2pp |
| Annual return | 12.88% | 25.55%-12.7pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,214 | $3,105-60.9% | $3,868-68.6% | $2,755-55.9% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $158 | $6,566-97.6% | $8,355-98.1% | $6,918-97.7% |