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 | $21,108 | $90,600-76.7% | $79,464-73.4% | $135,375-84.4% |
| Participation rate | 54.5% | 76.0%-21.5pp | 73.3%-18.8pp | 82.6%-28.1pp |
| Annual return | -6.87% | 977.43%-984.3pp | 718.14%-725.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,121 | $3,068-63.5% | $2,800-60.0% | $4,779-76.5% |
| Participant deferral / active EE | $3,656 | $4,050-9.7% | $3,704-1.3% | $5,609-34.8% |
| Admin fee / account holder | $42 | $5,907-99.3% | $5,113-99.2% | $10,827-99.6% |