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 | $80,658 | $99,341-18.8% | $84,750-4.8% | $273,961-70.6% |
| Participation rate | 45.5% | 80.7%-35.2pp | 76.6%-31.1pp | 83.0%-37.6pp |
| Annual return | 10.74% | 22.93%-12.2pp | 22.78%-12.0pp | 41.45%-30.7pp |
| Employer contribution / active EE | $952 | $4,214-77.4% | $3,574-73.4% | $4,869-80.4% |
| Participant deferral / active EE | $2,310 | $4,269-45.9% | $3,712-37.8% | $5,287-56.3% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |