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 | $158,657 | $78,694+101.6% | $67,652+134.5% | $125,391+26.5% |
| Participation rate | 55.6% | 78.8%-23.2pp | 75.7%-20.1pp | 83.2%-27.6pp |
| Annual return | 0.83% | 9.46%-8.6pp | 6625.04%-6624.2pp | 282.22%-281.4pp |
| Employer contribution / active EE | $764 | $3,044-74.9% | $2,266-66.3% | $4,866-84.3% |
| Participant deferral / active EE | $2,751 | $4,292-35.9% | $3,560-22.7% | $5,352-48.6% |
| Admin fee / account holder | $56 | $7,403-99.2% | $4,821-98.8% | $9,540-99.4% |