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 7-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 | $47,000 | $95,862-51.0% | $79,550-40.9% | $134,475-65.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -17.09% | -2.69%-14.4pp | 0.16%-17.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $860 | $3,128-72.5% | $2,413-64.4% | $4,740-81.9% |
| Participant deferral / active EE | $1,926 | $4,693-59.0% | $3,985-51.7% | $6,400-69.9% |
| Admin fee / account holder | $238 | $9,126-97.4% | $6,832-96.5% | $11,426-97.9% |