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 | $54,327 | $58,828-7.7% | $77,999-30.3% | $62,891-13.6% |
| Participation rate | 28.1% | 71.1%-42.9pp | 75.5%-47.4pp | 69.3%-41.2pp |
| Annual return | 6.87% | 17.16%-10.3pp | 425.96%-419.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,218 | $1,672-27.1% | $2,470-50.7% | $2,281-46.6% |
| Participant deferral / active EE | $1,328 | $2,686-50.6% | $3,497-62.0% | $3,203-58.5% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,480-100.0% | $4,296-100.0% |