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 | $72,990 | $73,867-1.2% | $143,757-49.2% | $68,494+6.6% |
| Participation rate | 16.9% | 66.7%-49.8pp | 80.3%-63.4pp | 67.9%-51.0pp |
| Annual return | -13.66% | 1.01%-14.7pp | -0.04%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,093 | $3,384-67.7% | $5,637-80.6% | $4,027-72.9% |
| Admin fee / account holder | $102 | $5,755-98.2% | $14,673-99.3% | $5,403-98.1% |