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 | $73,223 | $61,774+18.5% | $97,226-24.7% | $80,856-9.4% |
| Participation rate | 47.1% | 63.5%-16.4pp | 72.7%-25.6pp | 67.6%-20.6pp |
| Annual return | 21.28% | -557.90%+579.2pp | 75.13%-53.9pp | 35.59%-14.3pp |
| Employer contribution / active EE | $1,365 | $1,837-25.7% | $2,729-50.0% | $2,755-50.5% |
| Participant deferral / active EE | $4,201 | $3,029+38.7% | $4,264-1.5% | $4,296-2.2% |
| Admin fee / account holder | $231 | $5,166-95.5% | $5,654-95.9% | $6,918-96.7% |