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 | $49,293 | $97,044-49.2% | $83,333-40.8% | $135,375-63.6% |
| Participation rate | 55.6% | 80.4%-24.9pp | 77.8%-22.2pp | 82.6%-27.1pp |
| Annual return | -7.45% | 12.31%-19.8pp | 10.63%-18.1pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,545 | $4,143-62.7% | $3,379-54.3% | $4,779-67.7% |
| Participant deferral / active EE | $2,480 | $5,964-58.4% | $5,565-55.4% | $5,609-55.8% |
| Admin fee / account holder | $197 | $8,380-97.7% | $7,510-97.4% | $10,827-98.2% |