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 | $56,562 | $97,757-42.1% | $83,848-32.5% | $135,375-58.2% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | -5.41% | 1287.37%-1292.8pp | 850.88%-856.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $8,520 | $4,222+101.8% | $3,631+134.7% | $4,779+78.3% |
| Participant deferral / active EE | $4,201 | $4,682-10.3% | $4,082+2.9% | $5,609-25.1% |
| Admin fee / account holder | $266 | $6,674-96.0% | $5,478-95.1% | $10,827-97.5% |