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 | $60,352 | $135,952-55.6% | $123,892-51.3% | $273,961-78.0% |
| Participation rate | 16.7% | 84.1%-67.4pp | 81.4%-64.7pp | 83.0%-66.3pp |
| Annual return | 17.04% | 56.63%-39.6pp | 47.52%-30.5pp | 41.45%-24.4pp |
| Employer contribution / active EE | $1,978 | $5,170-61.7% | $4,617-57.2% | $4,869-59.4% |
| Participant deferral / active EE | $3,000 | $6,343-52.7% | $5,984-49.9% | $5,287-43.3% |
| Admin fee / account holder | $109 | $9,817-98.9% | $8,357-98.7% | $10,132-98.9% |