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 | $21,229 | $34,308-38.1% | $74,701-71.6% | $72,985-70.9% |
| Participation rate | 69.8% | 42.4%+27.4pp | 54.5%+15.4pp | 69.5%+0.4pp |
| Annual return | 19.73% | 26.58%-6.8pp | 752.92%-733.2pp | 81.00%-61.3pp |
| Employer contribution / active EE | $379 | $692-45.2% | $1,084-65.0% | $2,440-84.5% |
| Participant deferral / active EE | $1,279 | $1,271+0.6% | $1,964-34.9% | $3,607-64.6% |
| Admin fee / account holder | $252 | $2,124-88.1% | $3,333-92.4% | $5,124-95.1% |