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 | $46,694 | $99,079-52.9% | $77,999-40.1% | $273,961-83.0% |
| Participation rate | 35.7% | 78.6%-42.9pp | 75.5%-39.8pp | 83.0%-47.3pp |
| Annual return | 10.83% | 217.93%-207.1pp | 425.96%-415.1pp | 41.45%-30.6pp |
| Employer contribution / active EE | $701 | $3,308-78.8% | $2,470-71.6% | $4,869-85.6% |
| Participant deferral / active EE | $1,781 | $4,306-58.6% | $3,497-49.1% | $5,287-66.3% |
| Admin fee / account holder | $218 | $8,954-97.6% | $5,480-96.0% | $10,132-97.8% |