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 | $112,863 | $96,635+16.8% | $86,612+30.3% | $139,434-19.1% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 17.02% | 106.41%-89.4pp | 591.07%-574.1pp | 372.94%-355.9pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,758 | $4,836+19.1% | $4,438+29.7% | $6,710-14.2% |
| Admin fee / account holder | $13 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |