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 | $20,210 | $95,971-78.9% | $74,550-72.9% | $135,375-85.1% |
| Participation rate | 40.9% | 75.7%-34.7pp | 69.1%-28.2pp | 82.6%-41.7pp |
| Annual return | -7.92% | 56.96%-64.9pp | 32.53%-40.5pp | 519.73%-527.7pp |
| Employer contribution / active EE | $805 | $2,716-70.4% | $1,961-59.0% | $4,779-83.2% |
| Participant deferral / active EE | $1,351 | $3,843-64.9% | $3,108-56.5% | $5,609-75.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |