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 3-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 | $12,687 | $29,660-57.2% | $56,411-77.5% | $80,856-84.3% |
| Participation rate | 34.3% | 41.6%-7.4pp | 52.5%-18.2pp | 67.6%-33.4pp |
| Annual return | 22.18% | 35.23%-13.1pp | 1701.33%-1679.2pp | 35.59%-13.4pp |
| Employer contribution / active EE | $683 | $669+2.1% | $1,039-34.2% | $2,755-75.2% |
| Participant deferral / active EE | $1,431 | $1,226+16.7% | $1,952-26.7% | $4,296-66.7% |
| Admin fee / account holder | $2 | $2,428-99.9% | $2,829-99.9% | $6,918-100.0% |