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 7-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 | $112,421 | $111,754+0.6% | $103,333+8.8% | $145,922-23.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.19% | 24.77%-12.6pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,300 | $4,212-69.1% | $3,868-66.4% | $4,660-72.1% |
| Participant deferral / active EE | $5,183 | $5,619-7.7% | $5,057+2.5% | $6,688-22.5% |
| Admin fee / account holder | $53 | $9,750-99.5% | $8,355-99.4% | $13,397-99.6% |