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 | $96,046 | $158,817-39.5% | $121,196-20.8% | $135,375-29.1% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.7%-21.7pp | 82.6%-32.6pp |
| Annual return | -8.67% | -0.64%-8.0pp | 16.93%-25.6pp | 519.73%-528.4pp |
| Employer contribution / active EE | $769 | $5,665-86.4% | $4,022-80.9% | $4,779-83.9% |
| Participant deferral / active EE | $830 | $4,005-79.3% | $3,344-75.2% | $5,609-85.2% |
| Admin fee / account holder | $300 | $6,512-95.4% | $5,019-94.0% | $10,827-97.2% |