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 | $77,162 | $58,512+31.9% | $84,015-8.2% | $72,985+5.7% |
| Participation rate | 35.5% | 61.2%-25.7pp | 69.0%-33.5pp | 69.5%-34.0pp |
| Annual return | 20.73% | 28.93%-8.2pp | 71.31%-50.6pp | 81.00%-60.3pp |
| Employer contribution / active EE | $716 | $1,163-38.4% | $1,983-63.9% | $2,440-70.7% |
| Participant deferral / active EE | $1,528 | $2,394-36.2% | $3,239-52.8% | $3,607-57.6% |
| Admin fee / account holder | $208 | $4,569-95.4% | $6,101-96.6% | $5,124-95.9% |