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 | $43,529 | $84,233-48.3% | $170,442-74.5% | $70,131-37.9% |
| Participation rate | 64.6% | 70.8%-6.2pp | 83.6%-19.0pp | 69.5%-4.9pp |
| Annual return | 41.85% | 23.06%+18.8pp | 205.93%-164.1pp | 73.14%-31.3pp |
| Employer contribution / active EE | $1,982 | $3,387-41.5% | $5,433-63.5% | $2,342-15.4% |
| Participant deferral / active EE | $889 | $3,086-71.2% | $4,939-82.0% | $3,332-73.3% |
| Admin fee / account holder | $175 | $5,698-96.9% | $13,880-98.7% | $4,645-96.2% |