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 | $92,869 | $27,641+236.0% | $61,373+51.3% | $68,494+35.6% |
| Participation rate | 48.4% | 39.5%+8.9pp | 52.6%-4.2pp | 67.9%-19.5pp |
| Annual return | -16.47% | -13.24%-3.2pp | 338.61%-355.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,264 | $695+81.8% | $1,159+9.0% | $2,596-51.3% |
| Participant deferral / active EE | $3,714 | $1,263+194.0% | $2,125+74.8% | $4,027-7.8% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |