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 | $116,209 | $103,376+12.4% | $87,100+33.4% | $152,861-24.0% |
| Participation rate | 36.4% | 79.3%-43.0pp | 76.9%-40.5pp | 82.4%-46.1pp |
| Annual return | 22.66% | 28.10%-5.4pp | 28.19%-5.5pp | 345.32%-322.7pp |
| Employer contribution / active EE | $968 | $3,220-70.0% | $2,521-61.6% | $4,762-79.7% |
| Participant deferral / active EE | $2,089 | $4,778-56.3% | $4,049-48.4% | $5,850-64.3% |
| Admin fee / account holder | $6 | $12,205-100.0% | $7,497-99.9% | $11,596-100.0% |