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 3-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 | $21,502 | $167,307-87.1% | $143,757-85.0% | $134,475-84.0% |
| Participation rate | 27.3% | 84.8%-57.5pp | 80.3%-53.0pp | 81.2%-53.9pp |
| Annual return | -16.61% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,414 | $5,619-74.8% | $4,951-71.4% | $4,740-70.2% |
| Participant deferral / active EE | $3,680 | $6,446-42.9% | $5,637-34.7% | $6,400-42.5% |
| Admin fee / account holder | $277 | $18,088-98.5% | $14,673-98.1% | $11,426-97.6% |