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 | $75,178 | $215,361-65.1% | $171,082-56.1% | $273,961-72.6% |
| Participation rate | 46.7% | 82.0%-35.4pp | 76.7%-30.0pp | 83.0%-36.3pp |
| Annual return | 7.46% | 25.14%-17.7pp | 32.56%-25.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,983 | $4,967-60.1% | $4,002-50.5% | $4,869-59.3% |
| Participant deferral / active EE | $5,106 | $5,543-7.9% | $4,797+6.4% | $5,287-3.4% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |