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 8-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 | $41,105 | $84,402-51.3% | $61,373-33.0% | $134,475-69.4% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -16.41% | 584.55%-601.0pp | 338.61%-355.0pp | 417.96%-434.4pp |
| Employer contribution / active EE | $556 | $1,544-64.0% | $1,159-52.1% | $4,740-88.3% |
| Participant deferral / active EE | $4,345 | $2,819+54.1% | $2,125+104.5% | $6,400-32.1% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |