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 | $60,484 | $111,535-45.8% | $105,223-42.5% | $137,256-55.9% |
| Participation rate | 47.8% | 78.1%-30.3pp | 75.0%-27.2pp | 80.0%-32.1pp |
| Annual return | 17.13% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,751 | $3,939-55.6% | $3,689-52.5% | $4,156-57.9% |
| Participant deferral / active EE | $2,163 | $5,500-60.7% | $5,072-57.4% | $6,407-66.2% |
| Admin fee / account holder | $152 | $9,721-98.4% | $8,859-98.3% | $12,270-98.8% |