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 | $29,845 | $104,106-71.3% | $71,086-58.0% | $135,375-78.0% |
| Participation rate | 40.0% | 65.7%-25.7pp | 54.7%-14.7pp | 82.6%-42.6pp |
| Annual return | -4.88% | 1256.30%-1261.2pp | 650.59%-655.5pp | 519.73%-524.6pp |
| Employer contribution / active EE | $600 | $1,485-59.6% | $1,088-44.8% | $4,779-87.4% |
| Participant deferral / active EE | $3,000 | $2,527+18.7% | $1,874+60.1% | $5,609-46.5% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |