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 | $74,812 | $32,037+133.5% | $69,182+8.1% | $62,891+19.0% |
| Participation rate | 16.7% | 43.4%-26.8pp | 55.1%-38.4pp | 69.3%-52.6pp |
| Annual return | 9.66% | 15.16%-5.5pp | -21.93%+31.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $374 | $679-44.9% | $1,206-69.0% | $2,281-83.6% |
| Participant deferral / active EE | $686 | $1,185-42.2% | $1,897-63.9% | $3,203-78.6% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |