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 | $48,841 | $60,349-19.1% | $74,183-34.2% | $62,891-22.3% |
| Participation rate | 45.1% | 72.7%-27.6pp | 76.6%-31.5pp | 69.3%-24.2pp |
| Annual return | 6.80% | 21.37%-14.6pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $817 | $1,680-51.4% | $2,370-65.5% | $2,281-64.2% |
| Participant deferral / active EE | $1,665 | $2,856-41.7% | $3,550-53.1% | $3,203-48.0% |
| Admin fee / account holder | $169 | $4,261-96.0% | $5,586-97.0% | $4,296-96.1% |