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 4-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 | $31,009 | $68,719-54.9% | $91,541-66.1% | $84,808-63.4% |
| Participation rate | 21.1% | 64.5%-43.4pp | 69.8%-48.6pp | 68.3%-47.2pp |
| Annual return | 19.99% | 19.12%+0.9pp | 20.50%-0.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $672 | $1,920-65.0% | $2,505-73.2% | $2,631-74.5% |
| Participant deferral / active EE | $1,171 | $3,136-62.6% | $4,008-70.8% | $4,212-72.2% |
| Admin fee / account holder | $221 | $5,786-96.2% | $6,956-96.8% | $7,344-97.0% |