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 | $16,697 | $76,000-78.0% | $154,107-89.2% | $64,186-74.0% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | -6.86% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,811 | $3,351-45.9% | $5,298-65.8% | $2,381-23.9% |
| Participant deferral / active EE | $2,756 | $3,175-13.2% | $5,081-45.8% | $3,470-20.6% |
| Admin fee / account holder | $237 | $5,596-95.8% | $13,411-98.2% | $4,888-95.2% |