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 | $71,021 | $76,552-7.2% | $123,892-42.7% | $62,891+12.9% |
| Participation rate | 60.6% | 73.0%-12.4pp | 81.4%-20.8pp | 69.3%-8.7pp |
| Annual return | 22.07% | 18.68%+3.4pp | 47.52%-25.4pp | 20.14%+1.9pp |
| Employer contribution / active EE | $900 | $2,883-68.8% | $4,617-80.5% | $2,281-60.6% |
| Participant deferral / active EE | $3,793 | $4,840-21.6% | $5,984-36.6% | $3,203+18.4% |
| Admin fee / account holder | $280 | $4,826-94.2% | $8,357-96.6% | $4,296-93.5% |