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 | $43,999 | $138,065-68.1% | $123,544-64.4% | $135,375-67.5% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -7.29% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,267 | $5,151-56.0% | $4,628-51.0% | $4,779-52.6% |
| Participant deferral / active EE | $5,210 | $6,799-23.4% | $6,426-18.9% | $5,609-7.1% |
| Admin fee / account holder | $108 | $10,916-99.0% | $9,284-98.8% | $10,827-99.0% |