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 7-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 | $49,616 | $67,331-26.3% | $60,874-18.5% | $134,475-63.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -18.25% | 49.93%-68.2pp | 16.90%-35.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,054 | $3,096-33.7% | $2,701-24.0% | $4,740-56.7% |
| Participant deferral / active EE | $5,779 | $4,538+27.3% | $3,817+51.4% | $6,400-9.7% |
| Admin fee / account holder | $229 | $4,582-95.0% | $3,224-92.9% | $11,426-98.0% |