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 | $72,731 | $107,015-32.0% | $73,545-1.1% | $147,584-50.7% |
| Participation rate | 20.0% | 66.4%-46.4pp | 54.9%-34.9pp | 82.8%-62.8pp |
| Annual return | 13.17% | 38.25%-25.1pp | -15.16%+28.3pp | 578.55%-565.4pp |
| Employer contribution / active EE | $640 | $1,760-63.6% | $1,219-47.5% | $4,876-86.9% |
| Participant deferral / active EE | $3,943 | $2,462+60.2% | $1,806+118.3% | $5,439-27.5% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |