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 | $136,097 | $92,222+47.6% | $76,768+77.3% | $135,375+0.5% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -5.56% | 5.46%-11.0pp | 2.43%-8.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,813 | $3,216-12.5% | $2,485+13.2% | $4,779-41.1% |
| Participant deferral / active EE | $7,915 | $4,509+75.6% | $3,852+105.5% | $5,609+41.1% |
| Admin fee / account holder | $60 | $10,748-99.4% | $6,675-99.1% | $10,827-99.4% |