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 | $46,434 | $58,851-21.1% | $115,157-59.7% | $72,985-36.4% |
| Participation rate | 57.7% | 65.5%-7.9pp | 75.9%-18.2pp | 69.5%-11.8pp |
| Annual return | 26.03% | 23.16%+2.9pp | 35.60%-9.6pp | 81.00%-55.0pp |
| Employer contribution / active EE | $1,562 | $1,798-13.1% | $3,179-50.9% | $2,440-36.0% |
| Participant deferral / active EE | $2,509 | $2,643-5.1% | $4,168-39.8% | $3,607-30.5% |
| Admin fee / account holder | $77 | $6,370-98.8% | $7,088-98.9% | $5,124-98.5% |