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 | $29,694 | $67,606-56.1% | $82,313-63.9% | $70,131-57.7% |
| Participation rate | 23.1% | 72.8%-49.7pp | 76.9%-53.8pp | 69.5%-46.5pp |
| Annual return | 21.09% | 21.57%-0.5pp | 25.88%-4.8pp | 73.14%-52.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,639 | $2,987-45.1% | $3,706-55.8% | $3,332-50.8% |
| Admin fee / account holder | $6 | $4,512-99.9% | $5,608-99.9% | $4,645-99.9% |