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 | $27,614 | $85,790-67.8% | $67,313-59.0% | $135,375-79.6% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -6.71% | -0.54%-6.2pp | -4.08%-2.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,078 | $3,487-69.1% | $2,566-58.0% | $4,779-77.5% |
| Participant deferral / active EE | $5,578 | $4,651+19.9% | $3,568+56.3% | $5,609-0.5% |
| Admin fee / account holder | $14 | $6,392-99.8% | $4,507-99.7% | $10,827-99.9% |