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 | $65,352 | $56,897+14.9% | $84,750-22.9% | $62,891+3.9% |
| Participation rate | 29.4% | 68.5%-39.1pp | 76.6%-47.2pp | 69.3%-39.9pp |
| Annual return | 7.64% | 6.30%+1.3pp | 22.78%-15.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $516 | $2,400-78.5% | $3,574-85.6% | $2,281-77.4% |
| Participant deferral / active EE | $1,374 | $2,709-49.3% | $3,712-63.0% | $3,203-57.1% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |