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 | $35,713 | $158,817-77.5% | $121,196-70.5% | $135,375-73.6% |
| Participation rate | 65.0% | 79.3%-14.3pp | 71.7%-6.7pp | 82.6%-17.6pp |
| Annual return | 8.42% | -0.64%+9.1pp | 16.93%-8.5pp | 519.73%-511.3pp |
| Employer contribution / active EE | $287 | $5,665-94.9% | $4,022-92.9% | $4,779-94.0% |
| Participant deferral / active EE | $2,455 | $4,005-38.7% | $3,344-26.6% | $5,609-56.2% |
| Admin fee / account holder | $199 | $6,512-96.9% | $5,019-96.0% | $10,827-98.2% |