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 | $74,455 | $89,355-16.7% | $141,162-47.3% | $72,985+2.0% |
| Participation rate | 60.5% | 75.1%-14.6pp | 82.5%-21.9pp | 69.5%-9.0pp |
| Annual return | 24.64% | 111.85%-87.2pp | 71.39%-46.8pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,660 | $3,114-46.7% | $4,735-64.9% | $2,440-32.0% |
| Participant deferral / active EE | $2,844 | $5,418-47.5% | $6,709-57.6% | $3,607-21.2% |
| Admin fee / account holder | $273 | $5,958-95.4% | $10,261-97.3% | $5,124-94.7% |