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 | $68,127 | $93,346-27.0% | $71,796-5.1% | $273,961-75.1% |
| Participation rate | 58.3% | 76.5%-18.2pp | 69.1%-10.8pp | 83.0%-24.7pp |
| Annual return | 8.05% | 130.39%-122.3pp | 78.04%-70.0pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,559 | $2,733-43.0% | $1,924-19.0% | $4,869-68.0% |
| Participant deferral / active EE | $3,369 | $3,475-3.1% | $2,794+20.5% | $5,287-36.3% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |