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 | $39,162 | $50,958-23.1% | $74,550-47.5% | $64,186-39.0% |
| Participation rate | 51.4% | 61.1%-9.7pp | 69.1%-17.8pp | 69.6%-18.2pp |
| Annual return | -4.58% | -1.86%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $256 | $1,115-77.0% | $1,961-86.9% | $2,381-89.2% |
| Participant deferral / active EE | $1,078 | $2,301-53.1% | $3,108-65.3% | $3,470-68.9% |
| Admin fee / account holder | $117 | $4,223-97.2% | $5,060-97.7% | $4,888-97.6% |