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 5-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 | $19,210 | $110,257-82.6% | $96,544-80.1% | $139,434-86.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 28.96% | 26.32%+2.6pp | 25.84%+3.1pp | 372.94%-344.0pp |
| Employer contribution / active EE | $1,391 | $3,620-61.6% | $2,965-53.1% | $4,751-70.7% |
| Participant deferral / active EE | $4,583 | $5,548-17.4% | $4,851-5.5% | $6,710-31.7% |
| Admin fee / account holder | $3 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |