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 | $11,304 | $32,117-64.8% | $71,086-84.1% | $64,186-82.4% |
| Participation rate | 40.7% | 42.7%-2.0pp | 54.7%-13.9pp | 69.6%-28.8pp |
| Annual return | -9.31% | -5.57%-3.7pp | 650.59%-659.9pp | 7.63%-16.9pp |
| Employer contribution / active EE | $818 | $712+14.9% | $1,088-24.8% | $2,381-65.6% |
| Participant deferral / active EE | $1,052 | $1,263-16.7% | $1,874-43.9% | $3,470-69.7% |
| Admin fee / account holder | $288 | $2,759-89.6% | $3,082-90.6% | $4,888-94.1% |