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 6-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 | $7,275 | $27,641-73.7% | $61,373-88.1% | $68,494-89.4% |
| Participation rate | 41.5% | 39.5%+2.0pp | 52.6%-11.1pp | 67.9%-26.4pp |
| Annual return | -16.58% | -13.24%-3.3pp | 338.61%-355.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $353 | $695-49.3% | $1,159-69.6% | $2,596-86.4% |
| Participant deferral / active EE | $933 | $1,263-26.1% | $2,125-56.1% | $4,027-76.8% |
| Admin fee / account holder | $38 | $2,010-98.1% | $2,130-98.2% | $5,403-99.3% |