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 | $65,535 | $73,004-10.2% | $90,749-27.8% | $68,494-4.3% |
| Participation rate | 65.4% | 70.8%-5.4pp | 75.7%-10.3pp | 67.9%-2.5pp |
| Annual return | -15.18% | -13.81%-1.4pp | -12.16%-3.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,842 | $3,627+33.5% | $4,564+6.1% | $4,027+20.2% |
| Admin fee / account holder | -$1,148 | $5,896-119.5% | $8,445-113.6% | $5,403-121.3% |