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 | $76,187 | $56,897+33.9% | $84,750-10.1% | $62,891+21.1% |
| Participation rate | 46.7% | 68.5%-21.9pp | 76.6%-29.9pp | 69.3%-22.6pp |
| Annual return | 7.43% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,171 | $2,400-51.2% | $3,574-67.2% | $2,281-48.7% |
| Participant deferral / active EE | $2,400 | $2,709-11.4% | $3,712-35.3% | $3,203-25.1% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |