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 | $85,378 | $35,183+142.7% | $73,545+16.1% | $70,131+21.7% |
| Participation rate | 21.6% | 42.9%-21.3pp | 54.9%-33.3pp | 69.5%-47.9pp |
| Annual return | 13.82% | 26.90%-13.1pp | -15.16%+29.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,019 | $709+43.9% | $1,219-16.4% | $2,342-56.5% |
| Participant deferral / active EE | $2,250 | $1,220+84.4% | $1,806+24.6% | $3,332-32.5% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |