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 | $105,057 | $63,764+64.8% | $81,930+28.2% | $79,858+31.6% |
| Participation rate | 27.0% | 67.5%-40.5pp | 72.0%-45.0pp | 69.6%-42.7pp |
| Annual return | 18.48% | 22.66%-4.2pp | 29.49%-11.0pp | 31.71%-13.2pp |
| Employer contribution / active EE | $730 | $1,795-59.3% | $4,310-83.1% | $2,471-70.4% |
| Participant deferral / active EE | $1,367 | $2,780-50.8% | $7,107-80.8% | $3,740-63.4% |
| Admin fee / account holder | $153 | $4,426-96.5% | $5,158-97.0% | $5,306-97.1% |