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 | $31,226 | $56,277-44.5% | $80,975-61.4% | $62,891-50.3% |
| Participation rate | 34.6% | 69.0%-34.3pp | 75.8%-41.2pp | 69.3%-34.7pp |
| Annual return | 44.63% | 22.12%+22.5pp | 17.10%+27.5pp | 20.14%+24.5pp |
| Employer contribution / active EE | $808 | $1,943-58.4% | $3,714-78.2% | $2,281-64.6% |
| Participant deferral / active EE | $1,763 | $4,195-58.0% | $5,696-69.1% | $3,203-45.0% |
| Admin fee / account holder | $101 | $3,741-97.3% | $5,516-98.2% | $4,296-97.6% |