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 | $140,017 | $142,344-1.6% | $119,609+17.1% | $134,475+4.1% |
| Participation rate | 53.8% | 82.8%-29.0pp | 79.3%-25.4pp | 81.2%-27.4pp |
| Annual return | -19.40% | -12.44%-7.0pp | -14.97%-4.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,895 | $5,222-63.7% | $4,232-55.2% | $4,740-60.0% |
| Participant deferral / active EE | $7,464 | $6,469+15.4% | $5,602+33.2% | $6,400+16.6% |
| Admin fee / account holder | $71 | $13,584-99.5% | $10,323-99.3% | $11,426-99.4% |