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 7-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 | $37,768 | $138,044-72.6% | $125,339-69.9% | $134,475-71.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.47% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,510 | $5,243-71.2% | $4,814-68.6% | $4,740-68.1% |
| Participant deferral / active EE | $7,550 | $7,799-3.2% | $7,446+1.4% | $6,400+18.0% |
| Admin fee / account holder | $157 | $11,571-98.6% | $10,010-98.4% | $11,426-98.6% |