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 | $70,672 | $77,899-9.3% | $149,673-52.8% | $75,163-6.0% |
| Participation rate | 41.7% | 65.6%-23.9pp | 78.8%-37.1pp | 67.2%-25.5pp |
| Annual return | 18.28% | 31.72%-13.4pp | 134.42%-116.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,619 | $3,137-48.4% | $4,818-66.4% | $2,670-39.4% |
| Participant deferral / active EE | $3,950 | $3,411+15.8% | $5,680-30.5% | $4,125-4.3% |
| Admin fee / account holder | $226 | $5,956-96.2% | $13,210-98.3% | $5,651-96.0% |