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 8-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 | $21,595 | $106,890-79.8% | $84,015-74.3% | $152,861-85.9% |
| Participation rate | 22.2% | 75.2%-53.0pp | 69.0%-46.8pp | 82.4%-60.2pp |
| Annual return | 9.48% | 104.99%-95.5pp | 71.31%-61.8pp | 345.32%-335.8pp |
| Employer contribution / active EE | $1,071 | $2,734-60.8% | $1,983-46.0% | $4,762-77.5% |
| Participant deferral / active EE | $1,572 | $4,011-60.8% | $3,239-51.5% | $5,850-73.1% |
| Admin fee / account holder | $171 | $8,285-97.9% | $6,101-97.2% | $11,596-98.5% |