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 | $57,244 | $81,632-29.9% | $70,449-18.7% | $158,922-64.0% |
| Participation rate | 68.8% | 77.7%-9.0pp | 75.1%-6.3pp | 82.0%-13.2pp |
| Annual return | 13.88% | 208.40%-194.5pp | 109.03%-95.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,877 | $3,217-41.6% | $2,737-31.4% | $4,761-60.6% |
| Participant deferral / active EE | $3,107 | $4,554-31.8% | $3,709-16.2% | $5,982-48.1% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |