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 | $60,626 | $215,361-71.8% | $171,082-64.6% | $273,961-77.9% |
| Participation rate | 60.0% | 82.0%-22.0pp | 76.7%-16.7pp | 83.0%-23.0pp |
| Annual return | 11.54% | 25.14%-13.6pp | 32.56%-21.0pp | 41.45%-29.9pp |
| Employer contribution / active EE | $2,340 | $4,967-52.9% | $4,002-41.5% | $4,869-51.9% |
| Participant deferral / active EE | $6,359 | $5,543+14.7% | $4,797+32.6% | $5,287+20.3% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |