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 | $19,124 | $49,177-61.1% | $79,464-75.9% | $64,186-70.2% |
| Participation rate | 24.2% | 65.0%-40.8pp | 73.3%-49.1pp | 69.6%-45.3pp |
| Annual return | -7.97% | -1.16%-6.8pp | 718.14%-726.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $485 | $2,076-76.6% | $2,800-82.7% | $2,381-79.6% |
| Participant deferral / active EE | $833 | $2,821-70.5% | $3,704-77.5% | $3,470-76.0% |
| Admin fee / account holder | $96 | $3,839-97.5% | $5,113-98.1% | $4,888-98.0% |