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 | $84,023 | $57,354+46.5% | $83,848+0.2% | $64,186+30.9% |
| Participation rate | 53.6% | 68.6%-15.0pp | 76.1%-22.6pp | 69.6%-16.0pp |
| Annual return | -7.66% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $637 | $2,545-75.0% | $3,631-82.5% | $2,381-73.3% |
| Participant deferral / active EE | $1,474 | $2,993-50.7% | $4,082-63.9% | $3,470-57.5% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |