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 | $58,094 | $99,341-41.5% | $84,750-31.5% | $273,961-78.8% |
| Participation rate | 58.3% | 80.7%-22.4pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | 9.67% | 22.93%-13.3pp | 22.78%-13.1pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,735 | $4,214-58.8% | $3,574-51.4% | $4,869-64.4% |
| Participant deferral / active EE | $5,338 | $4,269+25.0% | $3,712+43.8% | $5,287+1.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |