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 | $33,862 | $78,694-57.0% | $67,652-49.9% | $125,391-73.0% |
| Participation rate | 58.8% | 78.8%-20.0pp | 75.7%-16.8pp | 83.2%-24.4pp |
| Annual return | -0.49% | 9.46%-9.9pp | 6625.04%-6625.5pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,217 | $3,044-60.0% | $2,266-46.3% | $4,866-75.0% |
| Participant deferral / active EE | $1,759 | $4,292-59.0% | $3,560-50.6% | $5,352-67.1% |
| Admin fee / account holder | $15 | $7,403-99.8% | $4,821-99.7% | $9,540-99.8% |