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 | $68,830 | $100,901-31.8% | $75,670-9.0% | $147,584-53.4% |
| Participation rate | 52.4% | 77.1%-24.8pp | 72.3%-20.0pp | 82.8%-30.4pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.34%-27.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $702 | $3,253-78.4% | $2,352-70.1% | $4,876-85.6% |
| Participant deferral / active EE | $2,341 | $4,027-41.9% | $3,142-25.5% | $5,439-57.0% |
| Admin fee / account holder | $264 | $11,285-97.7% | $5,800-95.5% | $10,885-97.6% |