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 8-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 | $21,038 | $90,600-76.8% | $79,464-73.5% | $135,375-84.5% |
| Participation rate | 61.5% | 76.0%-14.5pp | 73.3%-11.8pp | 82.6%-21.1pp |
| Annual return | -6.41% | 977.43%-983.8pp | 718.14%-724.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,703 | $3,068-44.5% | $2,800-39.2% | $4,779-64.4% |
| Participant deferral / active EE | $5,364 | $4,050+32.4% | $3,704+44.8% | $5,609-4.4% |
| Admin fee / account holder | $191 | $5,907-96.8% | $5,113-96.3% | $10,827-98.2% |