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 | $36,489 | $93,346-60.9% | $71,796-49.2% | $273,961-86.7% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.1%-12.0pp | 83.0%-25.9pp |
| Annual return | 9.47% | 130.39%-120.9pp | 78.04%-68.6pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,113 | $2,733-59.3% | $1,924-42.2% | $4,869-77.1% |
| Participant deferral / active EE | $6,787 | $3,475+95.3% | $2,794+142.9% | $5,287+28.4% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |