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 | $118,351 | $105,860+11.8% | $90,749+30.4% | $134,475-12.0% |
| Participation rate | 33.3% | 78.2%-44.9pp | 75.7%-42.4pp | 81.2%-47.9pp |
| Annual return | -12.32% | -11.01%-1.3pp | -12.16%-0.2pp | 417.96%-430.3pp |
| Employer contribution / active EE | $2,167 | $3,462-37.4% | $2,921-25.8% | $4,740-54.3% |
| Participant deferral / active EE | $5,458 | $5,216+4.7% | $4,564+19.6% | $6,400-14.7% |
| Admin fee / account holder | $235 | $13,938-98.3% | $8,445-97.2% | $11,426-97.9% |