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 9-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 | $28,556 | $84,695-66.3% | $73,843-61.3% | $125,391-77.2% |
| Participation rate | 41.7% | 76.8%-35.1pp | 73.4%-31.8pp | 83.2%-41.5pp |
| Annual return | -0.49% | 3123.53%-3124.0pp | 2267.84%-2268.3pp | 282.22%-282.7pp |
| Employer contribution / active EE | $573 | $3,123-81.7% | $2,787-79.5% | $4,866-88.2% |
| Participant deferral / active EE | $1,525 | $3,992-61.8% | $3,583-57.4% | $5,352-71.5% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |