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 | $40,124 | $109,881-63.5% | $150,045-73.3% | $84,808-52.7% |
| Participation rate | 63.0% | 76.1%-13.0pp | 82.3%-19.3pp | 68.3%-5.3pp |
| Annual return | 15.41% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $5,138 | $3,561+44.3% | $4,693+9.5% | $2,631+95.3% |
| Participant deferral / active EE | $5,678 | $6,636-14.4% | $7,997-29.0% | $4,212+34.8% |
| Admin fee / account holder | $283 | $8,568-96.7% | $13,435-97.9% | $7,344-96.1% |