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 | $126,769 | $99,341+27.6% | $84,750+49.6% | $273,961-53.7% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 2.37% | 22.93%-20.6pp | 22.78%-20.4pp | 41.45%-39.1pp |
| Employer contribution / active EE | $2,723 | $4,214-35.4% | $3,574-23.8% | $4,869-44.1% |
| Participant deferral / active EE | $11,333 | $4,269+165.5% | $3,712+205.3% | $5,287+114.4% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |