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 | $48,285 | $99,341-51.4% | $84,750-43.0% | $273,961-82.4% |
| Participation rate | 30.8% | 80.7%-49.9pp | 76.6%-45.8pp | 83.0%-52.2pp |
| Annual return | 4.83% | 22.93%-18.1pp | 22.78%-18.0pp | 41.45%-36.6pp |
| Employer contribution / active EE | $5,834 | $4,214+38.5% | $3,574+63.2% | $4,869+19.8% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $275 | $6,644-95.9% | $5,332-94.9% | $10,132-97.3% |