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 | $99,649 | $97,757+1.9% | $83,848+18.8% | $135,375-26.4% |
| Participation rate | 64.3% | 80.0%-15.7pp | 76.1%-11.9pp | 82.6%-18.4pp |
| Annual return | -8.01% | 1287.37%-1295.4pp | 850.88%-858.9pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,210 | $4,222-71.3% | $3,631-66.7% | $4,779-74.7% |
| Participant deferral / active EE | $2,123 | $4,682-54.7% | $4,082-48.0% | $5,609-62.1% |
| Admin fee / account holder | $223 | $6,674-96.7% | $5,478-95.9% | $10,827-97.9% |