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 | $50,642 | $65,365-22.5% | $92,893-45.5% | $72,985-30.6% |
| Participation rate | 48.1% | 68.3%-20.2pp | 76.0%-27.9pp | 69.5%-21.3pp |
| Annual return | 22.68% | 42.10%-19.4pp | 109.41%-86.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,843 | $2,594-28.9% | $3,653-49.5% | $2,440-24.4% |
| Participant deferral / active EE | $2,515 | $3,128-19.6% | $4,236-40.6% | $3,607-30.3% |
| Admin fee / account holder | $252 | $4,251-94.1% | $5,794-95.7% | $5,124-95.1% |