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 | $51,690 | $90,600-42.9% | $79,464-35.0% | $135,375-61.8% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -9.23% | 977.43%-986.7pp | 718.14%-727.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $2,806 | $3,068-8.5% | $2,800+0.2% | $4,779-41.3% |
| Participant deferral / active EE | $7,000 | $4,050+72.8% | $3,704+89.0% | $5,609+24.8% |
| Admin fee / account holder | $258 | $5,907-95.6% | $5,113-95.0% | $10,827-97.6% |