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 8-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 | $13,988 | $91,911-84.8% | $68,793-79.7% | $135,375-89.7% |
| Participation rate | 25.0% | 76.7%-51.7pp | 72.2%-47.2pp | 82.6%-57.6pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $450 | $3,924-88.5% | $2,625-82.9% | $4,779-90.6% |
| Participant deferral / active EE | $3,074 | $4,315-28.8% | $3,311-7.2% | $5,609-45.2% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |