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 | $116,852 | $104,251+12.1% | $91,001+28.4% | $147,584-20.8% |
| Participation rate | 45.0% | 78.2%-33.2pp | 75.6%-30.6pp | 82.8%-37.8pp |
| Annual return | 19.79% | 27.06%-7.3pp | 4.60%+15.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,090 | $3,116-32.9% | $2,456-14.9% | $4,876-57.2% |
| Participant deferral / active EE | $4,009 | $4,195-4.4% | $3,547+13.0% | $5,439-26.3% |
| Admin fee / account holder | $141 | $8,948-98.4% | $5,417-97.4% | $10,885-98.7% |