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 | $80,352 | $163,101-50.7% | $136,749-41.2% | $142,382-43.6% |
| Participation rate | 44.4% | 78.2%-33.8pp | 72.1%-27.7pp | 80.1%-35.7pp |
| Annual return | 21.78% | 27.54%-5.8pp | 24.33%-2.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,637 | $4,117-60.2% | $3,400-51.8% | $4,299-61.9% |
| Participant deferral / active EE | $3,509 | $5,585-37.2% | $4,692-25.2% | $6,507-46.1% |
| Admin fee / account holder | $80 | $14,318-99.4% | $11,386-99.3% | $12,624-99.4% |