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 | $65,773 | $32,037+105.3% | $69,182-4.9% | $62,891+4.6% |
| Participation rate | 27.6% | 43.4%-15.8pp | 55.1%-27.5pp | 69.3%-41.7pp |
| Annual return | 6.30% | 15.16%-8.9pp | -21.93%+28.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $420 | $679-38.2% | $1,206-65.2% | $2,281-81.6% |
| Participant deferral / active EE | $1,707 | $1,185+44.0% | $1,897-10.0% | $3,203-46.7% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |