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 | $175,625 | $91,911+91.1% | $68,793+155.3% | $135,375+29.7% |
| Participation rate | 50.0% | 76.7%-26.7pp | 72.2%-22.2pp | 82.6%-32.6pp |
| Annual return | -6.01% | -8.22%+2.2pp | -4.63%-1.4pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,136 | $3,924-71.1% | $2,625-56.7% | $4,779-76.2% |
| Participant deferral / active EE | $5,336 | $4,315+23.7% | $3,311+61.2% | $5,609-4.9% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |