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 | $63,615 | $48,364+31.5% | $71,796-11.4% | $62,891+1.2% |
| Participation rate | 61.2% | 60.6%+0.6pp | 69.1%-7.9pp | 69.3%-8.1pp |
| Annual return | 7.64% | 13.16%-5.5pp | 78.04%-70.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $566 | $1,042-45.7% | $1,924-70.6% | $2,281-75.2% |
| Participant deferral / active EE | $2,768 | $2,091+32.4% | $2,794-0.9% | $3,203-13.6% |
| Admin fee / account holder | $197 | $3,771-94.8% | $4,815-95.9% | $4,296-95.4% |