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 | $56,284 | $127,100-55.7% | $105,738-46.8% | $135,375-58.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 76.3%-16.3pp | 82.6%-22.6pp |
| Annual return | -6.54% | 4.49%-11.0pp | 6.27%-12.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,348 | $4,107-67.2% | $3,268-58.8% | $4,779-71.8% |
| Participant deferral / active EE | $4,539 | $5,064-10.4% | $4,080+11.3% | $5,609-19.1% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |