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 | $25,854 | $96,557-73.2% | $80,975-68.1% | $273,961-90.6% |
| Participation rate | 28.6% | 79.1%-50.5pp | 75.8%-47.2pp | 83.0%-54.4pp |
| Annual return | 3.12% | 15.14%-12.0pp | 17.10%-14.0pp | 41.45%-38.3pp |
| Employer contribution / active EE | $650 | $4,868-86.7% | $3,714-82.5% | $4,869-86.7% |
| Participant deferral / active EE | $2,075 | $6,598-68.5% | $5,696-63.6% | $5,287-60.7% |
| Admin fee / account holder | $31 | $7,492-99.6% | $5,516-99.4% | $10,132-99.7% |