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 | $185,004 | $63,703+190.4% | $93,063+98.8% | $82,448+124.4% |
| Participation rate | 60.7% | 63.8%-3.1pp | 72.1%-11.4pp | 68.1%-7.4pp |
| Annual return | 14.24% | -775.43%+789.7pp | 34.15%-19.9pp | 41.64%-27.4pp |
| Employer contribution / active EE | $847 | $1,729-51.0% | $2,476-65.8% | $2,551-66.8% |
| Participant deferral / active EE | $3,277 | $2,919+12.3% | $3,958-17.2% | $4,139-20.8% |
| Admin fee / account holder | $0 | $5,982-100.0% | $6,033-100.0% | $7,234-100.0% |