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 | $15,819 | $95,193-83.4% | $76,523-79.3% | $135,375-88.3% |
| Participation rate | 28.6% | 74.4%-45.8pp | 68.0%-39.4pp | 82.6%-54.1pp |
| Annual return | -1.26% | 4.85%-6.1pp | -0.27%-1.0pp | 519.73%-521.0pp |
| Employer contribution / active EE | $900 | $3,302-72.8% | $2,647-66.0% | $4,779-81.2% |
| Participant deferral / active EE | $2,057 | $4,639-55.7% | $3,835-46.4% | $5,609-63.3% |
| Admin fee / account holder | $14 | $6,249-99.8% | $4,848-99.7% | $10,827-99.9% |