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 | $78,565 | $63,861+23.0% | $104,607-24.9% | $79,858-1.6% |
| Participation rate | 61.3% | 64.9%-3.6pp | 74.1%-12.8pp | 69.6%-8.3pp |
| Annual return | 18.50% | 21.30%-2.8pp | 340.46%-322.0pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,055 | $1,588-33.6% | $2,681-60.7% | $2,471-57.3% |
| Participant deferral / active EE | $2,648 | $2,693-1.7% | $3,740-29.2% | $3,740-29.2% |
| Admin fee / account holder | $71 | $4,185-98.3% | $6,473-98.9% | $5,306-98.7% |