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 9-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 | $23,854 | $167,307-85.7% | $143,757-83.4% | $134,475-82.3% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -13.56% | 0.46%-14.0pp | -0.04%-13.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $7,605 | $5,619+35.3% | $4,951+53.6% | $4,740+60.5% |
| Participant deferral / active EE | $4,250 | $6,446-34.1% | $5,637-24.6% | $6,400-33.6% |
| Admin fee / account holder | $291 | $18,088-98.4% | $14,673-98.0% | $11,426-97.5% |