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 | $41,728 | $93,071-55.2% | $74,583-44.1% | $273,961-84.8% |
| Participation rate | 46.7% | 74.9%-28.3pp | 68.1%-21.4pp | 83.0%-36.3pp |
| Annual return | 11.75% | 26.18%-14.4pp | 20.47%-8.7pp | 41.45%-29.7pp |
| Employer contribution / active EE | $757 | $3,160-76.1% | $2,525-70.0% | $4,869-84.5% |
| Participant deferral / active EE | $5,194 | $4,160+24.8% | $3,458+50.2% | $5,287-1.8% |
| Admin fee / account holder | $20 | $5,272-99.6% | $4,138-99.5% | $10,132-99.8% |