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 | $23,826 | $135,952-82.5% | $123,892-80.8% | $273,961-91.3% |
| Participation rate | 61.1% | 84.1%-23.0pp | 81.4%-20.3pp | 83.0%-21.9pp |
| Annual return | 12.02% | 56.63%-44.6pp | 47.52%-35.5pp | 41.45%-29.4pp |
| Employer contribution / active EE | $1,202 | $5,170-76.7% | $4,617-74.0% | $4,869-75.3% |
| Participant deferral / active EE | $2,271 | $6,343-64.2% | $5,984-62.1% | $5,287-57.1% |
| Admin fee / account holder | $194 | $9,817-98.0% | $8,357-97.7% | $10,132-98.1% |