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 | $14,565 | $104,106-86.0% | $71,086-79.5% | $135,375-89.2% |
| Participation rate | 66.7% | 65.7%+1.0pp | 54.7%+12.0pp | 82.6%-16.0pp |
| Annual return | -12.30% | 1256.30%-1268.6pp | 650.59%-662.9pp | 519.73%-532.0pp |
| Employer contribution / active EE | $1,303 | $1,485-12.2% | $1,088+19.8% | $4,779-72.7% |
| Participant deferral / active EE | $4,160 | $2,527+64.6% | $1,874+121.9% | $5,609-25.8% |
| Admin fee / account holder | $53 | $4,142-98.7% | $3,082-98.3% | $10,827-99.5% |