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 | $38,397 | $84,402-54.5% | $61,373-37.4% | $134,475-71.4% |
| Participation rate | 62.5% | 62.2%+0.3pp | 52.6%+9.9pp | 81.2%-18.7pp |
| Annual return | -15.91% | 584.55%-600.5pp | 338.61%-354.5pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,661 | $1,544+72.3% | $1,159+129.5% | $4,740-43.9% |
| Participant deferral / active EE | $6,179 | $2,819+119.2% | $2,125+190.8% | $6,400-3.5% |
| Admin fee / account holder | $218 | $2,585-91.6% | $2,130-89.8% | $11,426-98.1% |