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 | $185,910 | $106,543+74.5% | $91,220+103.8% | $134,475+38.2% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -0.92% | 160.60%-161.5pp | 114.01%-114.9pp | 417.96%-418.9pp |
| Employer contribution / active EE | $582 | $3,331-82.5% | $2,850-79.6% | $4,740-87.7% |
| Participant deferral / active EE | $1,165 | $4,719-75.3% | $4,234-72.5% | $6,400-81.8% |
| Admin fee / account holder | $20 | $6,231-99.7% | $5,420-99.6% | $11,426-99.8% |