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 5-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 | $19,684 | $114,047-82.7% | $96,139-79.5% | $167,490-88.2% |
| Participation rate | 28.6% | 75.1%-46.5pp | 68.4%-39.9pp | 82.1%-53.5pp |
| Annual return | 0.00% | 189.88%-189.9pp | 191.94%-191.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,017 | $3,427-70.3% | $2,797-63.7% | $4,837-79.0% |
| Participant deferral / active EE | $4,384 | $5,194-15.6% | $4,349+0.8% | $6,341-30.9% |
| Admin fee / account holder | $53 | $6,897-99.2% | $5,537-99.1% | $12,309-99.6% |