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 | $12,536 | $95,193-86.8% | $76,523-83.6% | $135,375-90.7% |
| Participation rate | 52.9% | 74.4%-21.4pp | 68.0%-15.1pp | 82.6%-29.7pp |
| Annual return | -9.54% | 4.85%-14.4pp | -0.27%-9.3pp | 519.73%-529.3pp |
| Employer contribution / active EE | $180 | $3,302-94.5% | $2,647-93.2% | $4,779-96.2% |
| Participant deferral / active EE | $1,038 | $4,639-77.6% | $3,835-72.9% | $5,609-81.5% |
| Admin fee / account holder | $281 | $6,249-95.5% | $4,848-94.2% | $10,827-97.4% |