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 | $110,708 | $57,354+93.0% | $83,848+32.0% | $64,186+72.5% |
| Participation rate | 13.2% | 68.6%-55.4pp | 76.1%-63.0pp | 69.6%-56.4pp |
| Annual return | -6.22% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,315 | $2,545-48.3% | $3,631-63.8% | $2,381-44.8% |
| Participant deferral / active EE | $1,422 | $2,993-52.5% | $4,082-65.2% | $3,470-59.0% |
| Admin fee / account holder | $3 | $4,046-99.9% | $5,478-99.9% | $4,888-99.9% |