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 | $89,791 | $92,703-3.1% | $82,719+8.5% | $134,475-33.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -20.27% | 944.92%-965.2pp | 701.18%-721.5pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,996 | $3,274+22.1% | $3,009+32.8% | $4,740-15.7% |
| Participant deferral / active EE | $15,104 | $4,802+214.5% | $4,395+243.7% | $6,400+136.0% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |