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 | $14,779 | $93,024-84.1% | $77,024-80.8% | $134,475-89.0% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -17.80% | 62.60%-80.4pp | 42.32%-60.1pp | 417.96%-435.8pp |
| Employer contribution / active EE | $698 | $3,418-79.6% | $2,812-75.2% | $4,740-85.3% |
| Participant deferral / active EE | $1,211 | $5,238-76.9% | $4,426-72.6% | $6,400-81.1% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |