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 | $17,211 | $93,071-81.5% | $74,583-76.9% | $273,961-93.7% |
| Participation rate | 40.0% | 74.9%-34.9pp | 68.1%-28.1pp | 83.0%-43.0pp |
| Annual return | 12.23% | 26.18%-13.9pp | 20.47%-8.2pp | 41.45%-29.2pp |
| Employer contribution / active EE | $856 | $3,160-72.9% | $2,525-66.1% | $4,869-82.4% |
| Participant deferral / active EE | $1,666 | $4,160-59.9% | $3,458-51.8% | $5,287-68.5% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |