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 | $58,416 | $43,723+33.6% | $121,196-51.8% | $64,186-9.0% |
| Participation rate | 44.0% | 58.3%-14.3pp | 71.7%-27.7pp | 69.6%-25.6pp |
| Annual return | -7.71% | 68.91%-76.6pp | 16.93%-24.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $714 | $1,296-44.9% | $4,022-82.2% | $2,381-70.0% |
| Participant deferral / active EE | $927 | $2,280-59.3% | $3,344-72.3% | $3,470-73.3% |
| Admin fee / account holder | $41 | $3,501-98.8% | $5,019-99.2% | $4,888-99.2% |