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 | $68,469 | $60,349+13.5% | $74,183-7.7% | $62,891+8.9% |
| Participation rate | 52.8% | 72.7%-19.9pp | 76.6%-23.8pp | 69.3%-16.5pp |
| Annual return | 9.25% | 21.37%-12.1pp | 17.74%-8.5pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,049 | $1,680-37.6% | $2,370-55.7% | $2,281-54.0% |
| Participant deferral / active EE | $3,381 | $2,856+18.4% | $3,550-4.7% | $3,203+5.6% |
| Admin fee / account holder | $7 | $4,261-99.8% | $5,586-99.9% | $4,296-99.8% |