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 | $18,991 | $27,641-31.3% | $61,373-69.1% | $68,494-72.3% |
| Participation rate | 17.2% | 39.5%-22.3pp | 52.6%-35.3pp | 67.9%-50.6pp |
| Annual return | -20.71% | -13.24%-7.5pp | 338.61%-359.3pp | -7.84%-12.9pp |
| Employer contribution / active EE | $412 | $695-40.7% | $1,159-64.4% | $2,596-84.1% |
| Participant deferral / active EE | $1,424 | $1,263+12.8% | $2,125-33.0% | $4,027-64.6% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |