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 9-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 | $28,920 | $135,635-78.7% | $110,238-73.8% | $135,375-78.6% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.8%-24.3pp | 82.6%-27.1pp |
| Annual return | -5.00% | 513.19%-518.2pp | 314.74%-319.7pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,045 | $4,906-78.7% | $3,826-72.7% | $4,779-78.1% |
| Participant deferral / active EE | $3,836 | $5,506-30.3% | $4,672-17.9% | $5,609-31.6% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |