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 | $24,448 | $135,952-82.0% | $123,892-80.3% | $273,961-91.1% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 6.53% | 56.63%-50.1pp | 47.52%-41.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,657 | $5,170-67.9% | $4,617-64.1% | $4,869-66.0% |
| Participant deferral / active EE | $3,097 | $6,343-51.2% | $5,984-48.2% | $5,287-41.4% |
| Admin fee / account holder | $109 | $9,817-98.9% | $8,357-98.7% | $10,132-98.9% |