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 | $115,390 | $97,125+18.8% | $86,233+33.8% | $137,256-15.9% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.0%-44.0pp | 80.0%-55.0pp |
| Annual return | 17.30% | 74.19%-56.9pp | 61.39%-44.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $730 | $2,841-74.3% | $2,504-70.8% | $4,156-82.4% |
| Participant deferral / active EE | $2,472 | $5,180-52.3% | $4,559-45.8% | $6,407-61.4% |
| Admin fee / account holder | $71 | $9,725-99.3% | $8,342-99.1% | $12,270-99.4% |