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 | $113,634 | $95,971+18.4% | $74,550+52.4% | $135,375-16.1% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -6.42% | 56.96%-63.4pp | 32.53%-38.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,175 | $2,716-56.7% | $1,961-40.1% | $4,779-75.4% |
| Participant deferral / active EE | $3,458 | $3,843-10.0% | $3,108+11.3% | $5,609-38.3% |
| Admin fee / account holder | $104 | $6,522-98.4% | $5,060-97.9% | $10,827-99.0% |