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 | $121,310 | $49,025+147.4% | $87,507+38.6% | $62,891+92.9% |
| Participation rate | 17.1% | 64.9%-47.8pp | 73.8%-56.8pp | 69.3%-52.2pp |
| Annual return | 4.58% | 10.02%-5.4pp | 12.21%-7.6pp | 20.14%-15.6pp |
| Employer contribution / active EE | $269 | $1,372-80.4% | $2,550-89.5% | $2,281-88.2% |
| Participant deferral / active EE | $1,334 | $2,289-41.7% | $3,149-57.6% | $3,203-58.3% |
| Admin fee / account holder | $250 | $4,065-93.9% | $4,221-94.1% | $4,296-94.2% |