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 | $76,899 | $94,529-18.7% | $140,016-45.1% | $64,186+19.8% |
| Participation rate | 43.3% | 84.1%-40.8pp | 87.5%-44.2pp | 69.6%-26.2pp |
| Annual return | -6.63% | 7.77%-14.4pp | 651.12%-657.7pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,205 | $5,250+18.2% | $6,927-10.4% | $3,470+78.9% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,888-100.0% |