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 6-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 | $15,848 | $92,703-82.9% | $82,719-80.8% | $134,475-88.2% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -19.77% | 944.92%-964.7pp | 701.18%-720.9pp | 417.96%-437.7pp |
| Employer contribution / active EE | $977 | $3,274-70.1% | $3,009-67.5% | $4,740-79.4% |
| Participant deferral / active EE | $2,365 | $4,802-50.7% | $4,395-46.2% | $6,400-63.0% |
| Admin fee / account holder | $66 | $5,983-98.9% | $5,329-98.8% | $11,426-99.4% |