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 | $39,547 | $82,664-52.2% | $125,339-68.4% | $68,494-42.3% |
| Participation rate | 53.8% | 75.0%-21.2pp | 82.4%-28.5pp | 67.9%-14.0pp |
| Annual return | -17.79% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,990 | $3,381-41.1% | $4,814-58.7% | $2,596-23.3% |
| Participant deferral / active EE | $3,425 | $6,110-43.9% | $7,446-54.0% | $4,027-14.9% |
| Admin fee / account holder | $70 | $6,275-98.9% | $10,010-99.3% | $5,403-98.7% |