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 | $79,885 | $84,233-5.2% | $170,442-53.1% | $70,131+13.9% |
| Participation rate | 69.5% | 70.8%-1.3pp | 83.6%-14.1pp | 69.5%0pp |
| Annual return | 20.38% | 23.06%-2.7pp | 205.93%-185.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $1,477 | $3,387-56.4% | $5,433-72.8% | $2,342-37.0% |
| Participant deferral / active EE | $3,525 | $3,086+14.2% | $4,939-28.6% | $3,332+5.8% |
| Admin fee / account holder | $93 | $5,698-98.4% | $13,880-99.3% | $4,645-98.0% |