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 | $70,465 | $138,065-49.0% | $123,544-43.0% | $135,375-47.9% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -6.95% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,584 | $5,151-49.8% | $4,628-44.2% | $4,779-45.9% |
| Participant deferral / active EE | $3,850 | $6,799-43.4% | $6,426-40.1% | $5,609-31.4% |
| Admin fee / account holder | $297 | $10,916-97.3% | $9,284-96.8% | $10,827-97.3% |