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 | $54,669 | $106,749-48.8% | $145,433-62.4% | $82,448-33.7% |
| Participation rate | 64.9% | 75.6%-10.8pp | 82.1%-17.3pp | 68.1%-3.2pp |
| Annual return | 15.71% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,323 | $3,444-32.6% | $4,554-49.0% | $2,551-8.9% |
| Participant deferral / active EE | $3,154 | $6,519-51.6% | $7,897-60.1% | $4,139-23.8% |
| Admin fee / account holder | $260 | $8,390-96.9% | $13,129-98.0% | $7,234-96.4% |