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 | $43,719 | $91,037-52.0% | $71,671-39.0% | $147,584-70.4% |
| Participation rate | 60.0% | 76.1%-16.1pp | 68.7%-8.7pp | 82.8%-22.8pp |
| Annual return | 27.92% | 20.48%+7.4pp | 20.65%+7.3pp | 578.55%-550.6pp |
| Employer contribution / active EE | $2,391 | $3,327-28.1% | $2,460-2.8% | $4,876-51.0% |
| Participant deferral / active EE | $7,884 | $4,498+75.3% | $3,438+129.3% | $5,439+45.0% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |