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 | $57,095 | $115,770-50.7% | $101,248-43.6% | $158,922-64.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 15.78% | 56.14%-40.4pp | 46.47%-30.7pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,096 | $4,175-73.7% | $3,660-70.0% | $4,761-77.0% |
| Participant deferral / active EE | $6,122 | $4,957+23.5% | $4,370+40.1% | $5,982+2.3% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |