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 | $80,482 | $180,449-55.4% | $154,107-47.8% | $135,375-40.5% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -6.69% | 888.09%-894.8pp | 735.12%-741.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,580 | $6,035-57.3% | $5,298-51.3% | $4,779-46.0% |
| Participant deferral / active EE | $5,907 | $5,806+1.7% | $5,081+16.3% | $5,609+5.3% |
| Admin fee / account holder | $18 | $16,143-99.9% | $13,411-99.9% | $10,827-99.8% |