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 | $102,268 | $99,341+2.9% | $84,750+20.7% | $273,961-62.7% |
| Participation rate | 68.4% | 80.7%-12.3pp | 76.6%-8.2pp | 83.0%-14.6pp |
| Annual return | 7.59% | 22.93%-15.3pp | 22.78%-15.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,771 | $4,214-58.0% | $3,574-50.4% | $4,869-63.6% |
| Participant deferral / active EE | $4,298 | $4,269+0.7% | $3,712+15.8% | $5,287-18.7% |
| Admin fee / account holder | $295 | $6,644-95.6% | $5,332-94.5% | $10,132-97.1% |