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 | $20,338 | $90,503-77.5% | $78,689-74.2% | $273,961-92.6% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 8.49% | 75.60%-67.1pp | 62.18%-53.7pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,988 | $3,176-5.9% | $2,851+4.8% | $4,869-38.6% |
| Participant deferral / active EE | $6,346 | $3,901+62.7% | $3,517+80.5% | $5,287+20.0% |
| Admin fee / account holder | $84 | $5,263-98.4% | $4,510-98.1% | $10,132-99.2% |