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 | $54,865 | $142,344-61.5% | $119,609-54.1% | $134,475-59.2% |
| Participation rate | 52.4% | 82.8%-30.4pp | 79.3%-26.9pp | 81.2%-28.8pp |
| Annual return | -17.67% | -12.44%-5.2pp | -14.97%-2.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,376 | $5,222-73.6% | $4,232-67.5% | $4,740-71.0% |
| Participant deferral / active EE | $2,513 | $6,469-61.2% | $5,602-55.1% | $6,400-60.7% |
| Admin fee / account holder | $30 | $13,584-99.8% | $10,323-99.7% | $11,426-99.7% |