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 | $32,231 | $135,952-76.3% | $123,892-74.0% | $273,961-88.2% |
| Participation rate | 20.0% | 84.1%-64.1pp | 81.4%-61.4pp | 83.0%-63.0pp |
| Annual return | 20.08% | 56.63%-36.5pp | 47.52%-27.4pp | 41.45%-21.4pp |
| Employer contribution / active EE | $8,478 | $5,170+64.0% | $4,617+83.6% | $4,869+74.1% |
| Participant deferral / active EE | $3,710 | $6,343-41.5% | $5,984-38.0% | $5,287-29.8% |
| Admin fee / account holder | $93 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |