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 6-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 | $14,656 | $54,350-73.0% | $82,719-82.3% | $68,494-78.6% |
| Participation rate | 30.6% | 63.9%-33.4pp | 72.6%-42.0pp | 67.9%-37.3pp |
| Annual return | -19.25% | -13.67%-5.6pp | 701.18%-720.4pp | -7.84%-11.4pp |
| Employer contribution / active EE | $362 | $2,218-83.7% | $3,009-88.0% | $2,596-86.1% |
| Participant deferral / active EE | $3,099 | $3,246-4.5% | $4,395-29.5% | $4,027-23.1% |
| Admin fee / account holder | $90 | $4,395-98.0% | $5,329-98.3% | $5,403-98.3% |