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 | $11,776 | $30,732-61.7% | $59,496-80.2% | $59,632-80.3% |
| Participation rate | 24.2% | 43.2%-19.0pp | 54.6%-30.3pp | 68.7%-44.5pp |
| Annual return | -2.31% | 4.47%-6.8pp | 182.05%-184.4pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $217 | $631-65.6% | $1,153-81.2% | $2,203-90.2% |
| Participant deferral / active EE | $397 | $1,183-66.4% | $1,829-78.3% | $3,192-87.5% |
| Admin fee / account holder | $284 | $2,136-86.7% | $2,232-87.3% | $4,297-93.4% |