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 | $87,226 | $72,277+20.7% | $101,248-13.8% | $79,858+9.2% |
| Participation rate | 67.6% | 68.5%-0.8pp | 75.8%-8.2pp | 69.6%-2.0pp |
| Annual return | 16.80% | 22.30%-5.5pp | 46.47%-29.7pp | 31.71%-14.9pp |
| Employer contribution / active EE | $3,946 | $2,692+46.6% | $3,660+7.8% | $2,471+59.7% |
| Participant deferral / active EE | $6,879 | $3,282+109.6% | $4,370+57.4% | $3,740+83.9% |
| Admin fee / account holder | $207 | $4,400-95.3% | $5,945-96.5% | $5,306-96.1% |