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 | $49,318 | $107,015-53.9% | $73,545-32.9% | $147,584-66.6% |
| Participation rate | 10.5% | 66.4%-55.9pp | 54.9%-44.4pp | 82.8%-72.3pp |
| Annual return | 18.01% | 38.25%-20.2pp | -15.16%+33.2pp | 578.55%-560.5pp |
| Employer contribution / active EE | $542 | $1,760-69.2% | $1,219-55.6% | $4,876-88.9% |
| Participant deferral / active EE | $2,526 | $2,462+2.6% | $1,806+39.9% | $5,439-53.5% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |