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 | $142,363 | $160,055-11.1% | $140,016+1.7% | $135,375+5.2% |
| Participation rate | 58.8% | 88.5%-29.7pp | 87.5%-28.7pp | 82.6%-23.8pp |
| Annual return | -8.87% | 911.38%-920.3pp | 651.12%-660.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,893 | $6,420-54.9% | $5,606-48.4% | $4,779-39.5% |
| Participant deferral / active EE | $5,615 | $7,642-26.5% | $6,927-18.9% | $5,609+0.1% |
| Admin fee / account holder | $3 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |