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 | $68,293 | $140,588-51.4% | $123,104-44.5% | $125,391-45.5% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | 0.42% | 16.80%-16.4pp | 13.22%-12.8pp | 282.22%-281.8pp |
| Employer contribution / active EE | $1,867 | $6,041-69.1% | $5,151-63.8% | $4,866-61.6% |
| Participant deferral / active EE | $2,360 | $6,980-66.2% | $6,230-62.1% | $5,352-55.9% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |