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 | $21,173 | $75,828-72.1% | $147,614-85.7% | $59,632-64.5% |
| Participation rate | 60.0% | 71.6%-11.6pp | 84.6%-24.6pp | 68.7%-8.7pp |
| Annual return | -1.89% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $519 | $3,485-85.1% | $5,564-90.7% | $2,203-76.4% |
| Participant deferral / active EE | $1,392 | $3,130-55.5% | $4,895-71.6% | $3,192-56.4% |
| Admin fee / account holder | $111 | $5,985-98.1% | $11,611-99.0% | $4,297-97.4% |