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 8-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 | $25,129 | $62,573-59.8% | $85,682-70.7% | $85,850-70.7% |
| Participation rate | 18.4% | 61.1%-42.7pp | 69.9%-51.4pp | 69.3%-50.9pp |
| Annual return | 18.11% | 23.77%-5.7pp | 21.49%-3.4pp | 318.53%-300.4pp |
| Employer contribution / active EE | $700 | $1,757-60.1% | $2,618-73.3% | $2,565-72.7% |
| Participant deferral / active EE | $984 | $2,802-64.9% | $3,923-74.9% | $3,952-75.1% |
| Admin fee / account holder | $9 | $4,640-99.8% | $6,873-99.9% | $6,260-99.9% |