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 | $63,461 | $93,024-31.8% | $77,024-17.6% | $134,475-52.8% |
| Participation rate | 38.9% | 74.5%-35.6pp | 67.9%-29.0pp | 81.2%-42.3pp |
| Annual return | -19.53% | 62.60%-82.1pp | 42.32%-61.8pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,022 | $3,418-70.1% | $2,812-63.7% | $4,740-78.4% |
| Participant deferral / active EE | $1,021 | $5,238-80.5% | $4,426-76.9% | $6,400-84.0% |
| Admin fee / account holder | $13 | $6,944-99.8% | $5,425-99.8% | $11,426-99.9% |