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 | $158,739 | $63,764+148.9% | $81,930+93.8% | $79,858+98.8% |
| Participation rate | 17.6% | 67.5%-49.9pp | 72.0%-54.3pp | 69.6%-52.0pp |
| Annual return | 11.41% | 22.66%-11.3pp | 29.49%-18.1pp | 31.71%-20.3pp |
| Employer contribution / active EE | $576 | $1,795-67.9% | $4,310-86.6% | $2,471-76.7% |
| Participant deferral / active EE | $1,345 | $2,780-51.6% | $7,107-81.1% | $3,740-64.0% |
| Admin fee / account holder | $0 | $4,426-100.0% | $5,158-100.0% | $5,306-100.0% |