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 | $110,691 | $92,222+20.0% | $76,768+44.2% | $135,375-18.2% |
| Participation rate | 61.5% | 79.8%-18.2pp | 77.0%-15.4pp | 82.6%-21.1pp |
| Annual return | -8.45% | 5.46%-13.9pp | 2.43%-10.9pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,485 | $3,216-53.8% | $2,485-40.3% | $4,779-68.9% |
| Participant deferral / active EE | $4,746 | $4,509+5.3% | $3,852+23.2% | $5,609-15.4% |
| Admin fee / account holder | $282 | $10,748-97.4% | $6,675-95.8% | $10,827-97.4% |