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 8-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 | $45,625 | $65,041-29.9% | $90,951-49.8% | $79,858-42.9% |
| Participation rate | 27.6% | 61.6%-34.0pp | 69.0%-41.4pp | 69.6%-42.0pp |
| Annual return | 15.12% | 30.45%-15.3pp | 134.60%-119.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $616 | $1,247-50.6% | $2,122-71.0% | $2,471-75.1% |
| Participant deferral / active EE | $1,928 | $2,512-23.3% | $3,373-42.8% | $3,740-48.5% |
| Admin fee / account holder | $31 | $4,536-99.3% | $5,959-99.5% | $5,306-99.4% |