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 | $149,031 | $95,862+55.5% | $79,550+87.3% | $134,475+10.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -17.99% | -2.69%-15.3pp | 0.16%-18.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,282 | $3,128-27.0% | $2,413-5.4% | $4,740-51.9% |
| Participant deferral / active EE | $4,638 | $4,693-1.2% | $3,985+16.4% | $6,400-27.5% |
| Admin fee / account holder | $52 | $9,126-99.4% | $6,832-99.2% | $11,426-99.5% |