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 | $88,938 | $102,604-13.3% | $86,188+3.2% | $139,434-36.2% |
| Participation rate | 61.1% | 74.5%-13.4pp | 69.0%-7.8pp | 80.3%-19.2pp |
| Annual return | 17.64% | 1922.51%-1904.9pp | 1168.45%-1150.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,582 | $4,676-44.8% | $3,985-35.2% | $6,710-61.5% |
| Admin fee / account holder | $184 | $8,657-97.9% | $6,852-97.3% | $11,403-98.4% |