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 | $14,896 | $95,193-84.4% | $76,523-80.5% | $135,375-89.0% |
| Participation rate | 63.6% | 74.4%-10.8pp | 68.0%-4.4pp | 82.6%-19.0pp |
| Annual return | -3.05% | 4.85%-7.9pp | -0.27%-2.8pp | 519.73%-522.8pp |
| Employer contribution / active EE | $631 | $3,302-80.9% | $2,647-76.2% | $4,779-86.8% |
| Participant deferral / active EE | $4,183 | $4,639-9.8% | $3,835+9.1% | $5,609-25.4% |
| Admin fee / account holder | $15 | $6,249-99.8% | $4,848-99.7% | $10,827-99.9% |