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 | $36,044 | $104,251-65.4% | $91,001-60.4% | $147,584-75.6% |
| Participation rate | 20.0% | 78.2%-58.2pp | 75.6%-55.6pp | 82.8%-62.8pp |
| Annual return | 29.41% | 27.06%+2.3pp | 4.60%+24.8pp | 578.55%-549.1pp |
| Employer contribution / active EE | $680 | $3,116-78.2% | $2,456-72.3% | $4,876-86.1% |
| Participant deferral / active EE | $4,734 | $4,195+12.8% | $3,547+33.4% | $5,439-13.0% |
| Admin fee / account holder | $20 | $8,948-99.8% | $5,417-99.6% | $10,885-99.8% |