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 | $49,612 | $27,915+77.7% | $58,482-15.2% | $75,163-34.0% |
| Participation rate | 66.7% | 38.8%+27.8pp | 50.9%+15.8pp | 67.2%-0.5pp |
| Annual return | 17.55% | 44.20%-26.7pp | 4239.32%-4221.8pp | 160.62%-143.1pp |
| Employer contribution / active EE | $407 | $669-39.2% | $1,053-61.4% | $2,670-84.8% |
| Participant deferral / active EE | $3,250 | $1,201+170.5% | $1,924+68.9% | $4,125-21.2% |
| Admin fee / account holder | $130 | $1,726-92.5% | $2,516-94.9% | $5,651-97.7% |