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 | $32,771 | $84,527-61.2% | $67,711-51.6% | $125,391-73.9% |
| Participation rate | 53.3% | 74.8%-21.5pp | 67.5%-14.2pp | 83.2%-29.9pp |
| Annual return | -1.74% | 2.57%-4.3pp | 25.41%-27.2pp | 282.22%-284.0pp |
| Employer contribution / active EE | $698 | $3,292-78.8% | $2,559-72.7% | $4,866-85.6% |
| Participant deferral / active EE | $856 | $4,429-80.7% | $3,585-76.1% | $5,352-84.0% |
| Admin fee / account holder | $31 | $5,340-99.4% | $4,255-99.3% | $9,540-99.7% |