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 | $39,026 | $46,869-16.7% | $122,332-68.1% | $70,131-44.4% |
| Participation rate | 67.6% | 58.2%+9.5pp | 71.6%-4.0pp | 69.5%-1.9pp |
| Annual return | 75.36% | 24.22%+51.1pp | 30.27%+45.1pp | 73.14%+2.2pp |
| Employer contribution / active EE | $863 | $1,288-33.0% | $4,050-78.7% | $2,342-63.1% |
| Participant deferral / active EE | $2,991 | $2,166+38.1% | $3,287-9.0% | $3,332-10.2% |
| Admin fee / account holder | $156 | $3,322-95.3% | $5,478-97.2% | $4,645-96.6% |