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 | $28,557 | $45,073-36.6% | $69,455-58.9% | $72,985-60.9% |
| Participation rate | 67.2% | 68.5%-1.3pp | 74.6%-7.4pp | 69.5%-2.2pp |
| Annual return | 17.84% | 22.65%-4.8pp | 28.97%-11.1pp | 81.00%-63.2pp |
| Employer contribution / active EE | $955 | $2,054-53.5% | $2,779-65.6% | $2,440-60.9% |
| Participant deferral / active EE | $1,871 | $2,602-28.1% | $3,535-47.1% | $3,607-48.1% |
| Admin fee / account holder | $250 | $3,056-91.8% | $3,839-93.5% | $5,124-95.1% |