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 | $76,524 | $154,117-50.3% | $129,995-41.1% | $139,434-45.1% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 12.67% | 32.48%-19.8pp | -137.18%+149.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $3,081 | $5,289-41.7% | $4,320-28.7% | $4,751-35.1% |
| Participant deferral / active EE | $5,881 | $6,710-12.4% | $5,820+1.0% | $6,710-12.4% |
| Admin fee / account holder | $112 | $14,007-99.2% | $10,614-98.9% | $11,403-99.0% |