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 | $55,085 | $67,331-18.2% | $60,874-9.5% | $134,475-59.0% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.1%-10.6pp | 81.2%-18.7pp |
| Annual return | -16.09% | 49.93%-66.0pp | 16.90%-33.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $998 | $3,096-67.8% | $2,701-63.1% | $4,740-78.9% |
| Participant deferral / active EE | $3,868 | $4,538-14.8% | $3,817+1.3% | $6,400-39.6% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |