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 | $70,734 | $95,971-26.3% | $74,550-5.1% | $135,375-47.7% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -4.45% | 56.96%-61.4pp | 32.53%-37.0pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,141 | $2,716-21.2% | $1,961+9.2% | $4,779-55.2% |
| Participant deferral / active EE | $10,132 | $3,843+163.6% | $3,108+226.0% | $5,609+80.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |