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 | $26,762 | $69,518-61.5% | $59,878-55.3% | $135,375-80.2% |
| Participation rate | 46.7% | 77.8%-31.2pp | 74.7%-28.0pp | 82.6%-36.0pp |
| Annual return | -6.39% | 7.94%-14.3pp | 3.46%-9.8pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,012 | $3,235-68.7% | $2,722-62.8% | $4,779-78.8% |
| Participant deferral / active EE | $1,412 | $4,206-66.4% | $3,402-58.5% | $5,609-74.8% |
| Admin fee / account holder | $155 | $5,734-97.3% | $3,590-95.7% | $10,827-98.6% |