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 | $15,215 | $93,071-83.7% | $74,583-79.6% | $273,961-94.4% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 47.71% | 26.18%+21.5pp | 20.47%+27.2pp | 41.45%+6.3pp |
| Employer contribution / active EE | $1,409 | $3,160-55.4% | $2,525-44.2% | $4,869-71.1% |
| Participant deferral / active EE | $3,909 | $4,160-6.0% | $3,458+13.1% | $5,287-26.1% |
| Admin fee / account holder | $188 | $5,272-96.4% | $4,138-95.5% | $10,132-98.1% |