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 | $58,044 | $80,968-28.3% | $96,544-39.9% | $75,163-22.8% |
| Participation rate | 66.7% | 71.8%-5.1pp | 76.0%-9.3pp | 67.2%-0.5pp |
| Annual return | 15.94% | 27.06%-11.1pp | 25.84%-9.9pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,509 | $2,282-33.9% | $2,965-49.1% | $2,670-43.5% |
| Participant deferral / active EE | $3,079 | $3,928-21.6% | $4,851-36.5% | $4,125-25.4% |
| Admin fee / account holder | $192 | $6,724-97.1% | $8,252-97.7% | $5,651-96.6% |