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 | $41,228 | $136,307-69.8% | $106,619-61.3% | $273,961-85.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 78.0%-78.0pp | 83.0%-83.0pp |
| Annual return | 3.40% | 11.05%-7.7pp | 9.42%-6.0pp | 41.45%-38.1pp |
| Employer contribution / active EE | $2,227 | $5,190-57.1% | $3,947-43.6% | $4,869-54.3% |
| Participant deferral / active EE | $18,000 | $4,969+262.2% | $3,930+358.0% | $5,287+240.5% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |