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 3-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 | $7,624 | $84,402-91.0% | $61,373-87.6% | $134,475-94.3% |
| Participation rate | 54.2% | 62.2%-8.0pp | 52.6%+1.6pp | 81.2%-27.1pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,793 | $1,544+16.1% | $1,159+54.6% | $4,740-62.2% |
| Participant deferral / active EE | $2,662 | $2,819-5.6% | $2,125+25.3% | $6,400-58.4% |
| Admin fee / account holder | $10 | $2,585-99.6% | $2,130-99.5% | $11,426-99.9% |