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 | $112,705 | $109,881+2.6% | $150,045-24.9% | $84,808+32.9% |
| Participation rate | 57.7% | 76.1%-18.4pp | 82.3%-24.6pp | 68.3%-10.6pp |
| Annual return | 20.05% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $3,889 | $3,561+9.2% | $4,693-17.1% | $2,631+47.8% |
| Participant deferral / active EE | $5,448 | $6,636-17.9% | $7,997-31.9% | $4,212+29.4% |
| Admin fee / account holder | $5 | $8,568-99.9% | $13,435-100.0% | $7,344-99.9% |