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 | $89,847 | $115,770-22.4% | $101,248-11.3% | $158,922-43.5% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 12.11% | 56.14%-44.0pp | 46.47%-34.4pp | 302.83%-290.7pp |
| Employer contribution / active EE | $2,111 | $4,175-49.4% | $3,660-42.3% | $4,761-55.7% |
| Participant deferral / active EE | $2,111 | $4,957-57.4% | $4,370-51.7% | $5,982-64.7% |
| Admin fee / account holder | $271 | $7,245-96.3% | $5,945-95.4% | $11,246-97.6% |