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 | $19,381 | $51,708-62.5% | $106,619-81.8% | $62,891-69.2% |
| Participation rate | 12.6% | 66.9%-54.2pp | 78.0%-65.4pp | 69.3%-56.7pp |
| Annual return | 12.84% | 4.69%+8.1pp | 9.42%+3.4pp | 20.14%-7.3pp |
| Employer contribution / active EE | $600 | $1,764-66.0% | $3,947-84.8% | $2,281-73.7% |
| Participant deferral / active EE | $1,140 | $2,315-50.8% | $3,930-71.0% | $3,203-64.4% |
| Admin fee / account holder | $13 | $3,349-99.6% | $6,418-99.8% | $4,296-99.7% |