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 | $84,216 | $57,541+46.4% | $95,745-12.0% | $75,163+12.0% |
| Participation rate | 34.4% | 62.5%-28.1pp | 72.3%-37.9pp | 67.2%-32.8pp |
| Annual return | 18.15% | 34.93%-16.8pp | 28.35%-10.2pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,074 | $1,808-40.6% | $2,835-62.1% | $2,670-59.8% |
| Participant deferral / active EE | $2,239 | $3,074-27.2% | $4,245-47.2% | $4,125-45.7% |
| Admin fee / account holder | $248 | $4,099-93.9% | $5,678-95.6% | $5,651-95.6% |