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 7-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 | $16,250 | $76,407-78.7% | $150,298-89.2% | $82,448-80.3% |
| Participation rate | 48.5% | 66.4%-17.9pp | 77.8%-29.3pp | 68.1%-19.6pp |
| Annual return | 21.30% | 39.99%-18.7pp | 62.79%-41.5pp | 41.64%-20.3pp |
| Employer contribution / active EE | $884 | $2,614-66.2% | $4,154-78.7% | $2,551-65.3% |
| Participant deferral / active EE | $1,049 | $3,214-67.4% | $5,453-80.8% | $4,139-74.7% |
| Admin fee / account holder | $207 | $6,352-96.7% | $14,116-98.5% | $7,234-97.1% |