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 | $161,352-50.2% | $134,172-40.1% | $137,256-41.5% |
| Participation rate | 44.4% | 78.3%-33.8pp | 72.5%-28.0pp | 80.0%-35.5pp |
| Annual return | 21.78% | 28.72%-6.9pp | 25.30%-3.5pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,637 | $4,099-60.1% | $3,420-52.1% | $4,156-60.6% |
| Participant deferral / active EE | $3,509 | $5,552-36.8% | $4,690-25.2% | $6,407-45.2% |
| Admin fee / account holder | $80 | $15,028-99.5% | $12,016-99.3% | $12,270-99.3% |