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 4-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 | $9,733 | $54,350-82.1% | $82,719-88.2% | $68,494-85.8% |
| Participation rate | 63.0% | 63.9%-1.0pp | 72.6%-9.6pp | 67.9%-4.9pp |
| Annual return | -17.89% | -13.67%-4.2pp | 701.18%-719.1pp | -7.84%-10.0pp |
| Employer contribution / active EE | $990 | $2,218-55.4% | $3,009-67.1% | $2,596-61.9% |
| Participant deferral / active EE | $2,696 | $3,246-17.0% | $4,395-38.7% | $4,027-33.1% |
| Admin fee / account holder | $30 | $4,395-99.3% | $5,329-99.4% | $5,403-99.4% |