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 6-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 | $18,874 | $110,502-82.9% | $80,716-76.6% | $167,490-88.7% |
| Participation rate | 25.0% | 64.0%-39.0pp | 54.2%-29.2pp | 82.1%-57.1pp |
| Annual return | 14.93% | 120.54%-105.6pp | 87.28%-72.3pp | 478.56%-463.6pp |
| Employer contribution / active EE | $482 | $1,543-68.8% | $1,160-58.4% | $4,837-90.0% |
| Participant deferral / active EE | $603 | $2,871-79.0% | $2,146-71.9% | $6,341-90.5% |
| Admin fee / account holder | $141 | $4,545-96.9% | $3,380-95.8% | $12,309-98.9% |