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 | $80,292 | $97,757-17.9% | $83,848-4.2% | $135,375-40.7% |
| Participation rate | 65.2% | 80.0%-14.7pp | 76.1%-10.9pp | 82.6%-17.4pp |
| Annual return | -5.34% | 1287.37%-1292.7pp | 850.88%-856.2pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,485 | $4,222-41.1% | $3,631-31.5% | $4,779-48.0% |
| Participant deferral / active EE | $4,746 | $4,682+1.4% | $4,082+16.3% | $5,609-15.4% |
| Admin fee / account holder | $60 | $6,674-99.1% | $5,478-98.9% | $10,827-99.4% |