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 | $105,876 | $112,729-6.1% | $98,716+7.3% | $137,256-22.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 27.57% | 38.48%-10.9pp | 31.81%-4.2pp | 220.34%-192.8pp |
| Employer contribution / active EE | $1,090 | $2,725-60.0% | $2,279-52.2% | $4,156-73.8% |
| Participant deferral / active EE | $3,472 | $4,640-25.2% | $4,048-14.2% | $6,407-45.8% |
| Admin fee / account holder | $30 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |