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 | $26,727 | $95,971-72.2% | $74,550-64.1% | $135,375-80.3% |
| Participation rate | 57.1% | 75.7%-18.5pp | 69.1%-12.0pp | 82.6%-25.5pp |
| Annual return | -9.07% | 56.96%-66.0pp | 32.53%-41.6pp | 519.73%-528.8pp |
| Employer contribution / active EE | $5,419 | $2,716+99.5% | $1,961+176.3% | $4,779+13.4% |
| Participant deferral / active EE | $2,571 | $3,843-33.1% | $3,108-17.3% | $5,609-54.2% |
| Admin fee / account holder | $291 | $6,522-95.5% | $5,060-94.2% | $10,827-97.3% |