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 | $31,458 | $109,327-71.2% | $89,391-64.8% | $158,922-80.2% |
| Participation rate | 63.6% | 74.3%-10.6pp | 68.0%-4.3pp | 82.0%-18.3pp |
| Annual return | 20.52% | 345.68%-325.2pp | 245.62%-225.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $1,800 | $3,170-43.2% | $2,586-30.4% | $4,761-62.2% |
| Participant deferral / active EE | $2,762 | $4,598-39.9% | $3,890-29.0% | $5,982-53.8% |
| Admin fee / account holder | $139 | $6,153-97.7% | $4,881-97.1% | $11,246-98.8% |