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 8-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 | $82,190 | $92,222-10.9% | $76,768+7.1% | $135,375-39.3% |
| Participation rate | 56.3% | 79.8%-23.5pp | 77.0%-20.7pp | 82.6%-26.4pp |
| Annual return | -5.02% | 5.46%-10.5pp | 2.43%-7.4pp | 519.73%-524.8pp |
| Employer contribution / active EE | $938 | $3,216-70.8% | $2,485-62.3% | $4,779-80.4% |
| Participant deferral / active EE | $2,164 | $4,509-52.0% | $3,852-43.8% | $5,609-61.4% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |