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 | $65,141 | $181,894-64.2% | $156,549-58.4% | $273,961-76.2% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 6.65% | 30.74%-24.1pp | 32.23%-25.6pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,972 | $6,248-68.4% | $5,501-64.1% | $4,869-59.5% |
| Participant deferral / active EE | $6,454 | $5,550+16.3% | $4,871+32.5% | $5,287+22.1% |
| Admin fee / account holder | $39 | $15,559-99.7% | $13,027-99.7% | $10,132-99.6% |