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 | $11,150 | $92,703-88.0% | $82,719-86.5% | $134,475-91.7% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -17.88% | 944.92%-962.8pp | 701.18%-719.1pp | 417.96%-435.8pp |
| Employer contribution / active EE | $690 | $3,274-78.9% | $3,009-77.1% | $4,740-85.4% |
| Participant deferral / active EE | $1,850 | $4,802-61.5% | $4,395-57.9% | $6,400-71.1% |
| Admin fee / account holder | $112 | $5,983-98.1% | $5,329-97.9% | $11,426-99.0% |