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 | $63,960 | $133,958-52.3% | $112,228-43.0% | $134,475-52.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -19.07% | 47.11%-66.2pp | 27.45%-46.5pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,193 | $4,038-45.7% | $3,635-39.7% | $4,740-53.7% |
| Participant deferral / active EE | $6,200 | $5,291+17.2% | $4,728+31.1% | $6,400-3.1% |
| Admin fee / account holder | $111 | $7,489-98.5% | $6,410-98.3% | $11,426-99.0% |