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 4-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 | $95,727 | $81,460+17.5% | $103,333-7.4% | $80,856+18.4% |
| Participation rate | 32.0% | 66.8%-34.8pp | 74.5%-42.5pp | 67.6%-35.6pp |
| Annual return | 16.88% | 25.55%-8.7pp | 24.88%-8.0pp | 35.59%-18.7pp |
| Employer contribution / active EE | $1,372 | $3,105-55.8% | $3,868-64.5% | $2,755-50.2% |
| Participant deferral / active EE | $2,102 | $3,869-45.7% | $5,057-58.4% | $4,296-51.1% |
| Admin fee / account holder | $19 | $6,566-99.7% | $8,355-99.8% | $6,918-99.7% |