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 | $35,837 | $59,839-40.1% | $81,983-56.3% | $79,858-55.1% |
| Participation rate | 69.0% | 61.6%+7.3pp | 69.2%-0.3pp | 69.6%-0.7pp |
| Annual return | 21.14% | 17.56%+3.6pp | 41.31%-20.2pp | 31.71%-10.6pp |
| Employer contribution / active EE | $568 | $1,713-66.9% | $2,498-77.3% | $2,471-77.0% |
| Participant deferral / active EE | $2,553 | $2,695-5.3% | $3,722-31.4% | $3,740-31.7% |
| Admin fee / account holder | $268 | $4,287-93.7% | $5,664-95.3% | $5,306-94.9% |