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 6-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 | $57,874 | $57,057+1.4% | $85,009-31.9% | $80,874-28.4% |
| Participation rate | 60.0% | 56.4%+3.6pp | 67.5%-7.5pp | 67.6%-7.6pp |
| Annual return | 28.66% | 21.66%+7.0pp | 66.47%-37.8pp | 35.62%-7.0pp |
| Employer contribution / active EE | $1,724 | $1,799-4.1% | $2,728-36.8% | $2,756-37.4% |
| Participant deferral / active EE | $3,220 | $3,112+3.5% | $4,522-28.8% | $4,297-25.1% |
| Admin fee / account holder | $88 | $4,986-98.2% | $6,153-98.6% | $6,935-98.7% |