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 | $19,782 | $101,069-80.4% | $81,478-75.7% | $147,584-86.6% |
| Participation rate | 56.3% | 74.5%-18.2pp | 68.0%-11.7pp | 82.8%-26.6pp |
| Annual return | 13.92% | 32.40%-18.5pp | 38.78%-24.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,695 | $3,205-47.1% | $2,568-34.0% | $4,876-65.2% |
| Participant deferral / active EE | $2,942 | $4,242-30.6% | $3,537-16.8% | $5,439-45.9% |
| Admin fee / account holder | $113 | $5,812-98.1% | $4,561-97.5% | $10,885-99.0% |