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 | $88,367 | $133,958-34.0% | $112,228-21.3% | $134,475-34.3% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -15.64% | 47.11%-62.8pp | 27.45%-43.1pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,389 | $4,038-40.8% | $3,635-34.3% | $4,740-49.6% |
| Participant deferral / active EE | $4,250 | $5,291-19.7% | $4,728-10.1% | $6,400-33.6% |
| Admin fee / account holder | $289 | $7,489-96.1% | $6,410-95.5% | $11,426-97.5% |