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 | $48,680 | $58,523-16.8% | $99,443-51.0% | $72,985-33.3% |
| Participation rate | 36.7% | 64.6%-28.0pp | 73.8%-37.2pp | 69.5%-32.8pp |
| Annual return | 27.21% | 28.51%-1.3pp | 30.72%-3.5pp | 81.00%-53.8pp |
| Employer contribution / active EE | $600 | $1,512-60.3% | $2,540-76.4% | $2,440-75.4% |
| Participant deferral / active EE | $2,106 | $2,606-19.2% | $3,619-41.8% | $3,607-41.6% |
| Admin fee / account holder | $63 | $4,102-98.5% | $6,250-99.0% | $5,124-98.8% |