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 | $87,076 | $211,958-58.9% | $169,463-48.6% | $135,375-35.7% |
| Participation rate | 37.5% | 82.6%-45.1pp | 77.8%-40.3pp | 82.6%-45.1pp |
| Annual return | -6.77% | 3.26%-10.0pp | 1.83%-8.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,668 | $5,120-67.4% | $4,159-59.9% | $4,779-65.1% |
| Participant deferral / active EE | $4,747 | $6,075-21.9% | $5,277-10.0% | $5,609-15.4% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |