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 | $84,940 | $72,404+17.3% | $110,238-22.9% | $64,186+32.3% |
| Participation rate | 36.6% | 73.3%-36.8pp | 79.8%-43.2pp | 69.6%-33.0pp |
| Annual return | -5.74% | -6.29%+0.5pp | 314.74%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,471 | $2,282-35.5% | $3,826-61.6% | $2,381-38.2% |
| Participant deferral / active EE | $3,067 | $3,469-11.6% | $4,672-34.4% | $3,470-11.6% |
| Admin fee / account holder | $47 | $5,664-99.2% | $8,547-99.5% | $4,888-99.0% |