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 | $157,334 | $65,685+139.5% | $57,179+175.2% | $273,961-42.6% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.3%-25.3pp | 83.0%-33.0pp |
| Annual return | 7.68% | 21.99%-14.3pp | 14.59%-6.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,007 | $3,279-38.8% | $2,682-25.2% | $4,869-58.8% |
| Participant deferral / active EE | $12,000 | $3,782+217.3% | $3,096+287.6% | $5,287+127.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |