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 | $96,748 | $56,484+71.3% | $169,463-42.9% | $64,186+50.7% |
| Participation rate | 35.3% | 64.5%-29.3pp | 77.8%-42.5pp | 69.6%-34.3pp |
| Annual return | -8.05% | -1.55%-6.5pp | 1.83%-9.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,742 | $1,832+49.7% | $4,159-34.1% | $2,381+15.2% |
| Participant deferral / active EE | $3,306 | $3,448-4.1% | $5,277-37.3% | $3,470-4.7% |
| Admin fee / account holder | $54 | $4,174-98.7% | $9,109-99.4% | $4,888-98.9% |