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 | $19,963 | $152,509-86.9% | $117,472-83.0% | $134,475-85.2% |
| Participation rate | 45.5% | 77.1%-31.6pp | 70.6%-25.1pp | 81.2%-35.8pp |
| Annual return | -18.97% | 52.99%-72.0pp | 29.74%-48.7pp | 417.96%-436.9pp |
| Employer contribution / active EE | $449 | $5,571-91.9% | $4,176-89.3% | $4,740-90.5% |
| Participant deferral / active EE | $1,873 | $4,818-61.1% | $4,070-54.0% | $6,400-70.7% |
| Admin fee / account holder | $56 | $7,004-99.2% | $5,645-99.0% | $11,426-99.5% |