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 | $82,504 | $84,527-2.4% | $67,711+21.8% | $125,391-34.2% |
| Participation rate | 57.1% | 74.8%-17.6pp | 67.5%-10.4pp | 83.2%-26.0pp |
| Annual return | -0.51% | 2.57%-3.1pp | 25.41%-25.9pp | 282.22%-282.7pp |
| Employer contribution / active EE | $2,178 | $3,292-33.8% | $2,559-14.9% | $4,866-55.2% |
| Participant deferral / active EE | $9,119 | $4,429+105.9% | $3,585+154.4% | $5,352+70.4% |
| Admin fee / account holder | $189 | $5,340-96.5% | $4,255-95.6% | $9,540-98.0% |