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 | $16,485 | $87,540-81.2% | $75,781-78.2% | $125,391-86.9% |
| Participation rate | 53.3% | 80.2%-26.8pp | 75.8%-22.5pp | 83.2%-29.9pp |
| Annual return | 1.62% | 13.48%-11.9pp | 9.68%-8.1pp | 282.22%-280.6pp |
| Employer contribution / active EE | $553 | $3,930-85.9% | $3,323-83.4% | $4,866-88.6% |
| Participant deferral / active EE | $1,371 | $4,229-67.6% | $3,651-62.5% | $5,352-74.4% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |