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 | $21,667 | $158,817-86.4% | $121,196-82.1% | $135,375-84.0% |
| Participation rate | 42.9% | 79.3%-36.4pp | 71.7%-28.9pp | 82.6%-39.8pp |
| Annual return | -6.70% | -0.64%-6.1pp | 16.93%-23.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,321 | $5,665-76.7% | $4,022-67.1% | $4,779-72.3% |
| Participant deferral / active EE | $2,172 | $4,005-45.8% | $3,344-35.1% | $5,609-61.3% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |