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 | $19,854 | $27,641-28.2% | $61,373-67.7% | $68,494-71.0% |
| Participation rate | 26.9% | 39.5%-12.6pp | 52.6%-25.6pp | 67.9%-41.0pp |
| Annual return | -8.40% | -13.24%+4.8pp | 338.61%-347.0pp | -7.84%-0.6pp |
| Employer contribution / active EE | $509 | $695-26.8% | $1,159-56.1% | $2,596-80.4% |
| Participant deferral / active EE | $1,467 | $1,263+16.1% | $2,125-31.0% | $4,027-63.6% |
| Admin fee / account holder | $184 | $2,010-90.9% | $2,130-91.4% | $5,403-96.6% |