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 6-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 | $16,184 | $109,327-85.2% | $89,391-81.9% | $158,922-89.8% |
| Participation rate | 35.0% | 74.3%-39.3pp | 68.0%-33.0pp | 82.0%-47.0pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.62%-245.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,069 | $3,170-66.3% | $2,586-58.7% | $4,761-77.5% |
| Participant deferral / active EE | $2,623 | $4,598-42.9% | $3,890-32.6% | $5,982-56.1% |
| Admin fee / account holder | $13 | $6,153-99.8% | $4,881-99.7% | $11,246-99.9% |