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 | $91,026 | $58,512+55.6% | $84,015+8.3% | $72,985+24.7% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 21.07% | 28.93%-7.9pp | 71.31%-50.2pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,878 | $1,163+61.5% | $1,983-5.3% | $2,440-23.0% |
| Participant deferral / active EE | $4,774 | $2,394+99.4% | $3,239+47.4% | $3,607+32.3% |
| Admin fee / account holder | $21 | $4,569-99.5% | $6,101-99.7% | $5,124-99.6% |