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 | $64,714 | $92,985-30.4% | $153,485-57.8% | $80,856-20.0% |
| Participation rate | 56.3% | 69.0%-12.7pp | 77.1%-20.8pp | 67.6%-11.4pp |
| Annual return | 16.28% | 19.95%-3.7pp | 15.65%+0.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,783 | $3,507-49.2% | $5,039-64.6% | $2,755-35.3% |
| Participant deferral / active EE | $2,405 | $5,178-53.5% | $6,757-64.4% | $4,296-44.0% |
| Admin fee / account holder | $132 | $8,880-98.5% | $12,724-99.0% | $6,918-98.1% |