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 | $35,317 | $30,732+14.9% | $59,496-40.6% | $59,632-40.8% |
| Participation rate | 46.2% | 43.2%+2.9pp | 54.6%-8.4pp | 68.7%-22.5pp |
| Annual return | 0.10% | 4.47%-4.4pp | 182.05%-182.0pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,101 | $1,183-6.9% | $1,829-39.8% | $3,192-65.5% |
| Admin fee / account holder | $295 | $2,136-86.2% | $2,232-86.8% | $4,297-93.1% |