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 | $35,316 | $27,641+27.8% | $61,373-42.5% | $68,494-48.4% |
| Participation rate | 54.5% | 39.5%+15.1pp | 52.6%+2.0pp | 67.9%-13.3pp |
| Annual return | -19.53% | -13.24%-6.3pp | 338.61%-358.1pp | -7.84%-11.7pp |
| Employer contribution / active EE | $669 | $695-3.8% | $1,159-42.3% | $2,596-74.2% |
| Participant deferral / active EE | $2,208 | $1,263+74.8% | $2,125+3.9% | $4,027-45.2% |
| Admin fee / account holder | $55 | $2,010-97.3% | $2,130-97.4% | $5,403-99.0% |