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 | $42,776 | $148,534-71.2% | $135,903-68.5% | $139,434-69.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 21.26% | 79.19%-57.9pp | 68.23%-47.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,794 | $5,243-65.8% | $4,856-63.1% | $4,751-62.2% |
| Participant deferral / active EE | $5,521 | $8,100-31.8% | $7,758-28.8% | $6,710-17.7% |
| Admin fee / account holder | $208 | $12,400-98.3% | $10,762-98.1% | $11,403-98.2% |