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 | $173,789 | $180,449-3.7% | $154,107+12.8% | $135,375+28.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -6.19% | 888.09%-894.3pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,440 | $6,035-76.1% | $5,298-72.8% | $4,779-69.9% |
| Participant deferral / active EE | $3,679 | $5,806-36.6% | $5,081-27.6% | $5,609-34.4% |
| Admin fee / account holder | $196 | $16,143-98.8% | $13,411-98.5% | $10,827-98.2% |