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 | $78,081 | $56,110+39.2% | $94,993-17.8% | $70,131+11.3% |
| Participation rate | 63.2% | 65.0%-1.8pp | 73.9%-10.7pp | 69.5%-6.4pp |
| Annual return | 15.40% | 51.02%-35.6pp | 27.12%-11.7pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,060 | $1,442-26.5% | $2,603-59.3% | $2,342-54.8% |
| Participant deferral / active EE | $2,337 | $2,391-2.3% | $3,317-29.5% | $3,332-29.9% |
| Admin fee / account holder | $9 | $3,456-99.7% | $4,960-99.8% | $4,645-99.8% |