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 | $164,468 | $76,367+115.4% | $93,606+75.7% | $72,985+125.3% |
| Participation rate | 44.6% | 71.7%-27.2pp | 75.8%-31.2pp | 69.5%-24.9pp |
| Annual return | 24.68% | 25.82%-1.1pp | 32.76%-8.1pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,435 | $2,275-36.9% | $2,718-47.2% | $2,440-41.2% |
| Participant deferral / active EE | $2,994 | $3,538-15.4% | $4,069-26.4% | $3,607-17.0% |
| Admin fee / account holder | $39 | $6,838-99.4% | $7,888-99.5% | $5,124-99.2% |