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 | $44,000 | $149,679-70.6% | $117,039-62.4% | $147,584-70.2% |
| Participation rate | 26.3% | 83.5%-57.2pp | 77.2%-50.9pp | 82.8%-56.5pp |
| Annual return | 20.18% | 19.31%+0.9pp | 18.95%+1.2pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,613 | $4,937-67.3% | $3,785-57.4% | $4,876-66.9% |
| Participant deferral / active EE | $4,779 | $4,912-2.7% | $3,929+21.6% | $5,439-12.1% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |