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 | $70,717 | $67,411+4.9% | $91,001-22.3% | $70,131+0.8% |
| Participation rate | 64.3% | 71.4%-7.1pp | 75.6%-11.3pp | 69.5%-5.3pp |
| Annual return | 22.55% | -40.16%+62.7pp | 4.60%+17.9pp | 73.14%-50.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,337 | $2,823+18.2% | $3,547-5.9% | $3,332+0.2% |
| Admin fee / account holder | $258 | $4,236-93.9% | $5,417-95.2% | $4,645-94.4% |