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 9-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 | $15,771 | $104,106-84.9% | $71,086-77.8% | $135,375-88.3% |
| Participation rate | 28.6% | 65.7%-37.1pp | 54.7%-26.1pp | 82.6%-54.1pp |
| Annual return | -9.55% | 1256.30%-1265.8pp | 650.59%-660.1pp | 519.73%-529.3pp |
| Employer contribution / active EE | $326 | $1,485-78.0% | $1,088-70.0% | $4,779-93.2% |
| Participant deferral / active EE | $2,182 | $2,527-13.6% | $1,874+16.4% | $5,609-61.1% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |