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 8-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 | $21,746 | $78,694-72.4% | $67,652-67.9% | $125,391-82.7% |
| Participation rate | 60.0% | 78.8%-18.8pp | 75.7%-15.7pp | 83.2%-23.2pp |
| Annual return | -0.58% | 9.46%-10.0pp | 6625.04%-6625.6pp | 282.22%-282.8pp |
| Employer contribution / active EE | $1,370 | $3,044-55.0% | $2,266-39.5% | $4,866-71.8% |
| Participant deferral / active EE | $3,340 | $4,292-22.2% | $3,560-6.2% | $5,352-37.6% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |