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 7-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 | $34,539 | $152,587-77.4% | $125,175-72.4% | $152,861-77.4% |
| Participation rate | 55.6% | 83.3%-27.8pp | 79.8%-24.2pp | 82.4%-26.9pp |
| Annual return | 0.00% | 54.84%-54.8pp | 43.79%-43.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,197 | $4,946-75.8% | $3,865-69.0% | $4,762-74.9% |
| Participant deferral / active EE | $2,507 | $5,868-57.3% | $4,937-49.2% | $5,850-57.2% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |