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 | $24,614 | $32,037-23.2% | $69,182-64.4% | $62,891-60.9% |
| Participation rate | 12.0% | 43.4%-31.4pp | 55.1%-43.1pp | 69.3%-57.3pp |
| Annual return | 9.05% | 15.16%-6.1pp | -21.93%+31.0pp | 20.14%-11.1pp |
| Employer contribution / active EE | $126 | $679-81.5% | $1,206-89.6% | $2,281-94.5% |
| Participant deferral / active EE | $1,082 | $1,185-8.7% | $1,897-43.0% | $3,203-66.2% |
| Admin fee / account holder | $234 | $2,608-91.0% | $2,697-91.3% | $4,296-94.6% |