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 | $197,280 | $105,860+86.4% | $90,749+117.4% | $134,475+46.7% |
| Participation rate | 37.5% | 78.2%-40.7pp | 75.7%-38.2pp | 81.2%-43.7pp |
| Annual return | -16.74% | -11.01%-5.7pp | -12.16%-4.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,346 | $3,462-61.1% | $2,921-53.9% | $4,740-71.6% |
| Participant deferral / active EE | $7,125 | $5,216+36.6% | $4,564+56.1% | $6,400+11.3% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |