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 | $39,196 | $152,509-74.3% | $117,472-66.6% | $134,475-70.9% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -17.49% | 52.99%-70.5pp | 29.74%-47.2pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,629 | $5,571-70.8% | $4,176-61.0% | $4,740-65.6% |
| Participant deferral / active EE | $4,543 | $4,818-5.7% | $4,070+11.6% | $6,400-29.0% |
| Admin fee / account holder | $275 | $7,004-96.1% | $5,645-95.1% | $11,426-97.6% |