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 | $72,105 | $58,208+23.9% | $81,812-11.9% | $80,856-10.8% |
| Participation rate | 65.5% | 63.4%+2.1pp | 72.3%-6.8pp | 67.6%-2.1pp |
| Annual return | 17.73% | 41.66%-23.9pp | 773.79%-756.1pp | 35.59%-17.9pp |
| Employer contribution / active EE | $916 | $2,340-60.8% | $2,912-68.5% | $2,755-66.7% |
| Participant deferral / active EE | $3,939 | $3,281+20.1% | $4,319-8.8% | $4,296-8.3% |
| Admin fee / account holder | $17 | $4,981-99.6% | $7,386-99.8% | $6,918-99.7% |