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 | $65,757 | $90,600-27.4% | $79,464-17.2% | $135,375-51.4% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -6.30% | 977.43%-983.7pp | 718.14%-724.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,570 | $3,068-48.8% | $2,800-43.9% | $4,779-67.1% |
| Participant deferral / active EE | $2,674 | $4,050-34.0% | $3,704-27.8% | $5,609-52.3% |
| Admin fee / account holder | $296 | $5,907-95.0% | $5,113-94.2% | $10,827-97.3% |