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 | $42,822 | $99,341-56.9% | $84,750-49.5% | $273,961-84.4% |
| Participation rate | 68.8% | 80.7%-11.9pp | 76.6%-7.8pp | 83.0%-14.3pp |
| Annual return | 17.82% | 22.93%-5.1pp | 22.78%-5.0pp | 41.45%-23.6pp |
| Employer contribution / active EE | $2,070 | $4,214-50.9% | $3,574-42.1% | $4,869-57.5% |
| Participant deferral / active EE | $6,594 | $4,269+54.4% | $3,712+77.6% | $5,287+24.7% |
| Admin fee / account holder | $78 | $6,644-98.8% | $5,332-98.5% | $10,132-99.2% |