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 | $76,799 | $84,233-8.8% | $170,442-54.9% | $70,131+9.5% |
| Participation rate | 69.2% | 70.8%-1.6pp | 83.6%-14.4pp | 69.5%-0.3pp |
| Annual return | 17.60% | 23.06%-5.5pp | 205.93%-188.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $2,572 | $3,387-24.1% | $5,433-52.7% | $2,342+9.8% |
| Participant deferral / active EE | $4,959 | $3,086+60.7% | $4,939+0.4% | $3,332+48.9% |
| Admin fee / account holder | $293 | $5,698-94.9% | $13,880-97.9% | $4,645-93.7% |