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 | $138,070 | $167,484-17.6% | $151,611-8.9% | $134,475+2.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -16.96% | 7.80%-24.8pp | 3.33%-20.3pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,393 | $6,829-50.3% | $6,166-45.0% | $4,740-28.4% |
| Participant deferral / active EE | $10,393 | $8,986+15.7% | $8,363+24.3% | $6,400+62.4% |
| Admin fee / account holder | $28 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |