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 | $32,959 | $56,897-42.1% | $84,750-61.1% | $62,891-47.6% |
| Participation rate | 27.6% | 68.5%-41.0pp | 76.6%-49.0pp | 69.3%-41.7pp |
| Annual return | 7.45% | 6.30%+1.1pp | 22.78%-15.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,856 | $2,709-31.5% | $3,712-50.0% | $3,203-42.1% |
| Admin fee / account holder | $94 | $3,581-97.4% | $5,332-98.2% | $4,296-97.8% |