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 | $54,049 | $78,422-31.1% | $95,952-43.7% | $79,858-32.3% |
| Participation rate | 56.1% | 73.5%-17.3pp | 77.1%-20.9pp | 69.6%-13.5pp |
| Annual return | 18.43% | 19.37%-0.9pp | 91.61%-73.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,350 | $1,945-30.6% | $2,541-46.9% | $2,471-45.3% |
| Participant deferral / active EE | $2,263 | $3,440-34.2% | $4,167-45.7% | $3,740-39.5% |
| Admin fee / account holder | $194 | $5,622-96.5% | $6,795-97.1% | $5,306-96.3% |