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 4-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 | $12,492 | $68,097-81.7% | $62,929-80.1% | $137,256-90.9% |
| Participation rate | 52.9% | 77.4%-24.5pp | 73.1%-20.2pp | 80.0%-27.0pp |
| Annual return | 18.17% | 1859.11%-1840.9pp | 1063.93%-1045.8pp | 220.34%-202.2pp |
| Employer contribution / active EE | $598 | $2,811-78.7% | $2,505-76.1% | $4,156-85.6% |
| Participant deferral / active EE | $1,094 | $4,553-76.0% | $3,888-71.9% | $6,407-82.9% |
| Admin fee / account holder | $236 | $6,521-96.4% | $5,065-95.3% | $12,270-98.1% |