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 | $31,892 | $99,341-67.9% | $84,750-62.4% | $273,961-88.4% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 5.40% | 22.93%-17.5pp | 22.78%-17.4pp | 41.45%-36.1pp |
| Employer contribution / active EE | $851 | $4,214-79.8% | $3,574-76.2% | $4,869-82.5% |
| Participant deferral / active EE | $1,623 | $4,269-62.0% | $3,712-56.3% | $5,287-69.3% |
| Admin fee / account holder | $87 | $6,644-98.7% | $5,332-98.4% | $10,132-99.1% |