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 | $80,893 | $108,642-25.5% | $74,701+8.3% | $152,861-47.1% |
| Participation rate | 57.1% | 65.3%-8.2pp | 54.5%+2.7pp | 82.4%-25.3pp |
| Annual return | 22.52% | 114.06%-91.5pp | 752.92%-730.4pp | 345.32%-322.8pp |
| Employer contribution / active EE | $690 | $1,503-54.1% | $1,084-36.3% | $4,762-85.5% |
| Participant deferral / active EE | $2,303 | $2,712-15.1% | $1,964+17.3% | $5,850-60.6% |
| Admin fee / account holder | $26 | $4,902-99.5% | $3,333-99.2% | $11,596-99.8% |