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 7-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 | $8,373 | $93,024-91.0% | $77,024-89.1% | $134,475-93.8% |
| Participation rate | 57.1% | 74.5%-17.3pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -19.71% | 62.60%-82.3pp | 42.32%-62.0pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,222 | $3,418-35.0% | $2,812-21.0% | $4,740-53.1% |
| Participant deferral / active EE | $1,462 | $5,238-72.1% | $4,426-67.0% | $6,400-77.1% |
| Admin fee / account holder | $47 | $6,944-99.3% | $5,425-99.1% | $11,426-99.6% |