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 5-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 | $117,215 | $99,877+17.4% | $84,966+38.0% | $145,922-19.7% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-38.9pp | 80.3%-51.7pp |
| Annual return | 9.97% | 83.76%-73.8pp | 66.38%-56.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,446 | $3,231-55.3% | $2,727-47.0% | $4,660-69.0% |
| Participant deferral / active EE | $5,489 | $5,291+3.8% | $4,519+21.5% | $6,688-17.9% |
| Admin fee / account holder | $48 | $7,248-99.3% | $6,149-99.2% | $13,397-99.6% |