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 | $113,901 | $53,127+114.4% | $86,590+31.5% | $70,131+62.4% |
| Participation rate | 23.3% | 65.3%-42.0pp | 73.5%-50.2pp | 69.5%-46.2pp |
| Annual return | 15.30% | 27.66%-12.4pp | 964.84%-949.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,129 | $2,068-45.4% | $2,839-60.3% | $2,342-51.8% |
| Participant deferral / active EE | $2,680 | $2,696-0.6% | $3,609-25.7% | $3,332-19.5% |
| Admin fee / account holder | $269 | $3,585-92.5% | $4,906-94.5% | $4,645-94.2% |