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 | $75,058 | $90,600-17.2% | $79,464-5.5% | $135,375-44.6% |
| Participation rate | 23.1% | 76.0%-53.0pp | 73.3%-50.3pp | 82.6%-59.6pp |
| Annual return | -8.51% | 977.43%-985.9pp | 718.14%-726.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,185 | $4,050-46.1% | $3,704-41.0% | $5,609-61.0% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |