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 9-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 | $74,290 | $190,805-61.1% | $159,960-53.6% | $134,475-44.8% |
| Participation rate | 40.0% | 81.9%-41.9pp | 78.0%-38.0pp | 81.2%-41.2pp |
| Annual return | -18.62% | 552.23%-570.9pp | 408.60%-427.2pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,008 | $4,995-59.8% | $4,226-52.5% | $4,740-57.6% |
| Participant deferral / active EE | $3,470 | $6,923-49.9% | $6,182-43.9% | $6,400-45.8% |
| Admin fee / account holder | $79 | $10,471-99.2% | $8,698-99.1% | $11,426-99.3% |