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 | $73,384 | $90,519-18.9% | $93,789-21.8% | $134,475-45.4% |
| Participation rate | 57.1% | 82.0%-24.8pp | 81.0%-23.8pp | 81.2%-24.1pp |
| Annual return | -18.89% | -15.72%-3.2pp | -11.33%-7.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,582 | $4,343-40.5% | $4,323-40.3% | $4,740-45.5% |
| Participant deferral / active EE | $4,045 | $5,978-32.3% | $6,094-33.6% | $6,400-36.8% |
| Admin fee / account holder | $24 | $9,252-99.7% | $7,195-99.7% | $11,426-99.8% |