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 | $119,875 | $168,632-28.9% | $147,614-18.8% | $125,391-4.4% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -0.46% | 77.65%-78.1pp | 61.98%-62.4pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,815 | $6,252-71.0% | $5,564-67.4% | $4,866-62.7% |
| Participant deferral / active EE | $9,000 | $5,507+63.4% | $4,895+83.9% | $5,352+68.2% |
| Admin fee / account holder | $111 | $13,580-99.2% | $11,611-99.0% | $9,540-98.8% |