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 4-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 | $19,131 | $48,795-60.8% | $65,493-70.8% | $84,808-77.4% |
| Participation rate | 31.8% | 67.0%-35.2pp | 73.1%-41.3pp | 68.3%-36.5pp |
| Annual return | 19.00% | 20.20%-1.2pp | 982.45%-963.4pp | 40.90%-21.9pp |
| Employer contribution / active EE | $810 | $1,930-58.0% | $2,574-68.6% | $2,631-69.2% |
| Participant deferral / active EE | $969 | $2,928-66.9% | $3,961-75.5% | $4,212-77.0% |
| Admin fee / account holder | $269 | $3,877-93.1% | $5,028-94.7% | $7,344-96.3% |