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 | $72,703 | $59,805+21.6% | $79,550-8.6% | $68,494+6.1% |
| Participation rate | 30.8% | 61.1%-30.3pp | 69.5%-38.7pp | 67.9%-37.1pp |
| Annual return | -17.93% | -12.30%-5.6pp | 0.16%-18.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $628 | $1,505-58.3% | $2,413-74.0% | $2,596-75.8% |
| Participant deferral / active EE | $1,713 | $3,024-43.4% | $3,985-57.0% | $4,027-57.5% |
| Admin fee / account holder | $283 | $4,835-94.1% | $6,832-95.9% | $5,403-94.8% |