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 | $115,898 | $215,361-46.2% | $171,082-32.3% | $273,961-57.7% |
| Participation rate | 68.2% | 82.0%-13.8pp | 76.7%-8.5pp | 83.0%-14.8pp |
| Annual return | 10.35% | 25.14%-14.8pp | 32.56%-22.2pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,701 | $4,967-65.8% | $4,002-57.5% | $4,869-65.1% |
| Participant deferral / active EE | $6,851 | $5,543+23.6% | $4,797+42.8% | $5,287+29.6% |
| Admin fee / account holder | $259 | $10,846-97.6% | $8,520-97.0% | $10,132-97.4% |