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 | $31,462 | $93,071-66.2% | $74,583-57.8% | $273,961-88.5% |
| Participation rate | 62.5% | 74.9%-12.4pp | 68.1%-5.6pp | 83.0%-20.5pp |
| Annual return | 8.57% | 26.18%-17.6pp | 20.47%-11.9pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,099 | $3,160-33.6% | $2,525-16.9% | $4,869-56.9% |
| Participant deferral / active EE | $2,589 | $4,160-37.8% | $3,458-25.1% | $5,287-51.0% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |