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 | $51,344 | $171,164-70.0% | $127,761-59.8% | $152,861-66.4% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.0%-19.0pp | 82.4%-22.4pp |
| Annual return | 44.08% | 23.54%+20.5pp | 26.14%+17.9pp | 345.32%-301.2pp |
| Employer contribution / active EE | $2,081 | $5,447-61.8% | $4,574-54.5% | $4,762-56.3% |
| Participant deferral / active EE | $4,375 | $7,038-37.8% | $6,021-27.3% | $5,850-25.2% |
| Admin fee / account holder | $281 | $14,530-98.1% | $9,395-97.0% | $11,596-97.6% |