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 | $82,833 | $149,734-44.7% | $118,925-30.3% | $158,922-47.9% |
| Participation rate | 43.8% | 82.1%-38.3pp | 75.4%-31.6pp | 82.0%-38.2pp |
| Annual return | 21.01% | 19.95%+1.1pp | 35.88%-14.9pp | 302.83%-281.8pp |
| Employer contribution / active EE | $1,580 | $4,115-61.6% | $3,263-51.6% | $4,761-66.8% |
| Participant deferral / active EE | $3,026 | $5,223-42.1% | $4,265-29.1% | $5,982-49.4% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |