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 | $20,221 | $103,949-80.5% | $69,182-70.8% | $273,961-92.6% |
| Participation rate | 44.4% | 67.4%-22.9pp | 55.1%-10.7pp | 83.0%-38.6pp |
| Annual return | 38.72% | 35.28%+3.4pp | -21.93%+60.7pp | 41.45%-2.7pp |
| Employer contribution / active EE | $1,009 | $1,783-43.4% | $1,206-16.4% | $4,869-79.3% |
| Participant deferral / active EE | $2,808 | $2,716+3.4% | $1,897+48.0% | $5,287-46.9% |
| Admin fee / account holder | $132 | $3,671-96.4% | $2,697-95.1% | $10,132-98.7% |