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 | $94,157 | $60,349+56.0% | $74,183+26.9% | $62,891+49.7% |
| Participation rate | 60.3% | 72.7%-12.4pp | 76.6%-16.3pp | 69.3%-9.0pp |
| Annual return | 8.44% | 21.37%-12.9pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,332 | $1,680-20.7% | $2,370-43.8% | $2,281-41.6% |
| Participant deferral / active EE | $4,229 | $2,856+48.1% | $3,550+19.1% | $3,203+32.0% |
| Admin fee / account holder | $129 | $4,261-97.0% | $5,586-97.7% | $4,296-97.0% |