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 | $84,086 | $97,757-14.0% | $83,848+0.3% | $135,375-37.9% |
| Participation rate | 65.0% | 80.0%-15.0pp | 76.1%-11.1pp | 82.6%-17.6pp |
| Annual return | -9.28% | 1287.37%-1296.7pp | 850.88%-860.2pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,706 | $4,222-59.6% | $3,631-53.0% | $4,779-64.3% |
| Participant deferral / active EE | $3,752 | $4,682-19.9% | $4,082-8.1% | $5,609-33.1% |
| Admin fee / account holder | $38 | $6,674-99.4% | $5,478-99.3% | $10,827-99.6% |