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 | $105,461 | $47,848+120.4% | $81,478+29.4% | $70,131+50.4% |
| Participation rate | 10.5% | 58.3%-47.7pp | 68.0%-57.4pp | 69.5%-59.0pp |
| Annual return | 21.43% | 27.25%-5.8pp | 38.78%-17.4pp | 73.14%-51.7pp |
| Employer contribution / active EE | $233 | $1,527-84.7% | $2,568-90.9% | $2,342-90.1% |
| Participant deferral / active EE | $1,143 | $2,453-53.4% | $3,537-67.7% | $3,332-65.7% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |