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 | $50,172 | $32,037+56.6% | $69,182-27.5% | $62,891-20.2% |
| Participation rate | 29.5% | 43.4%-13.9pp | 55.1%-25.6pp | 69.3%-39.8pp |
| Annual return | 13.80% | 15.16%-1.4pp | -21.93%+35.7pp | 20.14%-6.3pp |
| Employer contribution / active EE | $269 | $679-60.4% | $1,206-77.7% | $2,281-88.2% |
| Participant deferral / active EE | $1,147 | $1,185-3.2% | $1,897-39.5% | $3,203-64.2% |
| Admin fee / account holder | $78 | $2,608-97.0% | $2,697-97.1% | $4,296-98.2% |