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 | $85,548 | $56,897+50.4% | $84,750+0.9% | $62,891+36.0% |
| Participation rate | 31.8% | 68.5%-36.7pp | 76.6%-44.8pp | 69.3%-37.5pp |
| Annual return | 8.53% | 6.30%+2.2pp | 22.78%-14.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $734 | $2,400-69.4% | $3,574-79.5% | $2,281-67.8% |
| Participant deferral / active EE | $1,749 | $2,709-35.4% | $3,712-52.9% | $3,203-45.4% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |