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 | $15,968 | $97,757-83.7% | $83,848-81.0% | $135,375-88.2% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -7.21% | 1287.37%-1294.6pp | 850.88%-858.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $850 | $4,222-79.9% | $3,631-76.6% | $4,779-82.2% |
| Participant deferral / active EE | $1,402 | $4,682-70.1% | $4,082-65.7% | $5,609-75.0% |
| Admin fee / account holder | $58 | $6,674-99.1% | $5,478-98.9% | $10,827-99.5% |