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 | $42,498 | $138,044-69.2% | $125,339-66.1% | $134,475-68.4% |
| Participation rate | 28.6% | 84.5%-55.9pp | 82.4%-53.8pp | 81.2%-52.7pp |
| Annual return | -19.30% | 750.33%-769.6pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,114 | $5,243-78.7% | $4,814-76.8% | $4,740-76.5% |
| Participant deferral / active EE | $3,986 | $7,799-48.9% | $7,446-46.5% | $6,400-37.7% |
| Admin fee / account holder | $270 | $11,571-97.7% | $10,010-97.3% | $11,426-97.6% |