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 | $68,593 | $181,894-62.3% | $156,549-56.2% | $273,961-75.0% |
| Participation rate | 20.0% | 88.4%-68.4pp | 84.0%-64.0pp | 83.0%-63.0pp |
| Annual return | 7.47% | 30.74%-23.3pp | 32.23%-24.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,625 | $6,248-58.0% | $5,501-52.3% | $4,869-46.1% |
| Participant deferral / active EE | $4,800 | $5,550-13.5% | $4,871-1.5% | $5,287-9.2% |
| Admin fee / account holder | $238 | $15,559-98.5% | $13,027-98.2% | $10,132-97.7% |