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 5-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 | $22,758 | $108,172-79.0% | $77,482-70.6% | $158,922-85.7% |
| Participation rate | 25.0% | 64.4%-39.4pp | 54.2%-29.2pp | 82.0%-57.0pp |
| Annual return | 27.60% | 31.67%-4.1pp | 54.79%-27.2pp | 302.83%-275.2pp |
| Employer contribution / active EE | $471 | $1,325-64.4% | $986-52.2% | $4,761-90.1% |
| Participant deferral / active EE | $1,909 | $2,456-22.3% | $1,861+2.6% | $5,982-68.1% |
| Admin fee / account holder | $295 | $3,708-92.0% | $2,858-89.7% | $11,246-97.4% |