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 | $25,453 | $99,652-74.5% | $78,778-67.7% | $147,584-82.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 24.93% | 47.28%-22.4pp | 35.62%-10.7pp | 578.55%-553.6pp |
| Employer contribution / active EE | $1,573 | $2,796-43.7% | $1,986-20.8% | $4,876-67.8% |
| Participant deferral / active EE | $6,839 | $3,664+86.7% | $2,958+131.2% | $5,439+25.7% |
| Admin fee / account holder | $138 | $7,155-98.1% | $5,134-97.3% | $10,885-98.7% |