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 | $121,657 | $109,327+11.3% | $89,391+36.1% | $158,922-23.4% |
| Participation rate | 21.1% | 74.3%-53.2pp | 68.0%-46.9pp | 82.0%-60.9pp |
| Annual return | 22.49% | 345.68%-323.2pp | 245.62%-223.1pp | 302.83%-280.3pp |
| Employer contribution / active EE | $633 | $3,170-80.0% | $2,586-75.5% | $4,761-86.7% |
| Participant deferral / active EE | $1,399 | $4,598-69.6% | $3,890-64.0% | $5,982-76.6% |
| Admin fee / account holder | $11 | $6,153-99.8% | $4,881-99.8% | $11,246-99.9% |