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 | $31,474 | $104,106-69.8% | $71,086-55.7% | $135,375-76.8% |
| Participation rate | 22.2% | 65.7%-43.4pp | 54.7%-32.4pp | 82.6%-60.4pp |
| Annual return | 1.79% | 1256.30%-1254.5pp | 650.59%-648.8pp | 519.73%-517.9pp |
| Employer contribution / active EE | $453 | $1,485-69.5% | $1,088-58.3% | $4,779-90.5% |
| Participant deferral / active EE | $567 | $2,527-77.6% | $1,874-69.8% | $5,609-89.9% |
| Admin fee / account holder | $18 | $4,142-99.6% | $3,082-99.4% | $10,827-99.8% |