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 | $50,902 | $88,707-42.6% | $74,183-31.4% | $273,961-81.4% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 8.98% | 11.94%-3.0pp | 17.74%-8.8pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,502 | $3,159-20.8% | $2,370+5.6% | $4,869-48.6% |
| Participant deferral / active EE | $2,459 | $4,212-41.6% | $3,550-30.7% | $5,287-53.5% |
| Admin fee / account holder | $42 | $8,717-99.5% | $5,586-99.3% | $10,132-99.6% |