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 | $36,303 | $53,162-31.7% | $91,220-60.2% | $68,494-47.0% |
| Participation rate | 40.0% | 63.2%-23.2pp | 73.2%-33.2pp | 67.9%-27.9pp |
| Annual return | -15.63% | -3.14%-12.5pp | 114.01%-129.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,857 | $2,974-3.9% | $4,234-32.5% | $4,027-29.1% |
| Admin fee / account holder | $34 | $4,493-99.3% | $5,420-99.4% | $5,403-99.4% |