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 7-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 | $106,202 | $190,805-44.3% | $159,960-33.6% | $134,475-21.0% |
| Participation rate | 60.0% | 81.9%-21.9pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -16.87% | 552.23%-569.1pp | 408.60%-425.5pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,420 | $4,995-71.6% | $4,226-66.4% | $4,740-70.0% |
| Participant deferral / active EE | $7,669 | $6,923+10.8% | $6,182+24.1% | $6,400+19.8% |
| Admin fee / account holder | $20 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |