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 | $37,697 | $95,862-60.7% | $79,550-52.6% | $134,475-72.0% |
| Participation rate | 45.5% | 75.0%-29.6pp | 69.5%-24.0pp | 81.2%-35.8pp |
| Annual return | -5.91% | -2.69%-3.2pp | 0.16%-6.1pp | 417.96%-423.9pp |
| Employer contribution / active EE | $1,069 | $3,128-65.8% | $2,413-55.7% | $4,740-77.4% |
| Participant deferral / active EE | $2,321 | $4,693-50.5% | $3,985-41.8% | $6,400-63.7% |
| Admin fee / account holder | $198 | $9,126-97.8% | $6,832-97.1% | $11,426-98.3% |