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 | $42,918 | $67,606-36.5% | $82,313-47.9% | $70,131-38.8% |
| Participation rate | 57.6% | 72.8%-15.2pp | 76.9%-19.3pp | 69.5%-12.0pp |
| Annual return | 17.08% | 21.57%-4.5pp | 25.88%-8.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $713 | $1,755-59.4% | $2,428-70.7% | $2,342-69.6% |
| Participant deferral / active EE | $2,941 | $2,987-1.5% | $3,706-20.6% | $3,332-11.7% |
| Admin fee / account holder | $80 | $4,512-98.2% | $5,608-98.6% | $4,645-98.3% |