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 7-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 | $43,648 | $87,705-50.2% | $63,517-31.3% | $125,391-65.2% |
| Participation rate | 33.3% | 77.0%-43.7pp | 71.0%-37.7pp | 83.2%-49.9pp |
| Annual return | -2.98% | 21.70%-24.7pp | -70.30%+67.3pp | 282.22%-285.2pp |
| Employer contribution / active EE | $763 | $3,601-78.8% | $2,322-67.2% | $4,866-84.3% |
| Participant deferral / active EE | $3,266 | $3,939-17.1% | $2,953+10.6% | $5,352-39.0% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |