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 9-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 | $17,527 | $97,757-82.1% | $83,848-79.1% | $135,375-87.1% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -8.50% | 1287.37%-1295.9pp | 850.88%-859.4pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,008 | $4,222-76.1% | $3,631-72.2% | $4,779-78.9% |
| Participant deferral / active EE | $1,279 | $4,682-72.7% | $4,082-68.7% | $5,609-77.2% |
| Admin fee / account holder | $130 | $6,674-98.0% | $5,478-97.6% | $10,827-98.8% |