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 | $77,258 | $232,540-66.8% | $185,117-58.3% | $147,584-47.7% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,259 | $5,195-75.8% | $4,182-69.9% | $4,876-74.2% |
| Participant deferral / active EE | $3,205 | $5,834-45.1% | $5,045-36.5% | $5,439-41.1% |
| Admin fee / account holder | $83 | $10,275-99.2% | $8,159-99.0% | $10,885-99.2% |