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 | $158,878 | $138,065+15.1% | $123,544+28.6% | $135,375+17.4% |
| Participation rate | 38.5% | 84.7%-46.3pp | 82.3%-43.8pp | 82.6%-44.2pp |
| Annual return | -6.54% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,828 | $5,151-64.5% | $4,628-60.5% | $4,779-61.8% |
| Participant deferral / active EE | $3,779 | $6,799-44.4% | $6,426-41.2% | $5,609-32.6% |
| Admin fee / account holder | $38 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |