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 5-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 | $11,223 | $152,509-92.6% | $117,472-90.4% | $134,475-91.7% |
| Participation rate | 56.3% | 77.1%-20.8pp | 70.6%-14.3pp | 81.2%-25.0pp |
| Annual return | -17.62% | 52.99%-70.6pp | 29.74%-47.4pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,085 | $5,571-80.5% | $4,176-74.0% | $4,740-77.1% |
| Participant deferral / active EE | $2,431 | $4,818-49.5% | $4,070-40.3% | $6,400-62.0% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |