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 | $80,840 | $99,341-18.6% | $84,750-4.6% | $273,961-70.5% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 2.65% | 22.93%-20.3pp | 22.78%-20.1pp | 41.45%-38.8pp |
| Employer contribution / active EE | $2,635 | $4,214-37.5% | $3,574-26.3% | $4,869-45.9% |
| Participant deferral / active EE | $4,080 | $4,269-4.4% | $3,712+9.9% | $5,287-22.8% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |