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 | $31,436 | $40,256-21.9% | $57,343-45.2% | $59,632-47.3% |
| Participation rate | 59.6% | 69.2%-9.6pp | 75.1%-15.5pp | 68.7%-9.1pp |
| Annual return | 13.77% | 27.49%-13.7pp | 24.39%-10.6pp | 2041.28%-2027.5pp |
| Employer contribution / active EE | $1,237 | $1,922-35.6% | $2,689-54.0% | $2,203-43.8% |
| Participant deferral / active EE | $1,998 | $2,399-16.7% | $3,162-36.8% | $3,192-37.4% |
| Admin fee / account holder | $30 | $2,818-99.0% | $3,356-99.1% | $4,297-99.3% |