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 | $34,119 | $104,974-67.5% | $95,585-64.3% | $142,382-76.0% |
| Participation rate | 68.8% | 75.0%-6.2pp | 72.1%-3.3pp | 80.1%-11.4pp |
| Annual return | 19.16% | 210.33%-191.2pp | 38.56%-19.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $936 | $2,779-66.3% | $2,527-63.0% | $4,299-78.2% |
| Participant deferral / active EE | $1,075 | $4,352-75.3% | $4,023-73.3% | $6,507-83.5% |
| Admin fee / account holder | $34 | $6,386-99.5% | $6,127-99.4% | $12,624-99.7% |