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 | $62,813 | $85,790-26.8% | $67,313-6.7% | $135,375-53.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -4.43% | -0.54%-3.9pp | -4.08%-0.3pp | 519.73%-524.2pp |
| Employer contribution / active EE | $1,400 | $3,487-59.9% | $2,566-45.4% | $4,779-70.7% |
| Participant deferral / active EE | $2,141 | $4,651-54.0% | $3,568-40.0% | $5,609-61.8% |
| Admin fee / account holder | $176 | $6,392-97.3% | $4,507-96.1% | $10,827-98.4% |