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 | $25,792 | $90,600-71.5% | $79,464-67.5% | $135,375-80.9% |
| Participation rate | 30.8% | 76.0%-45.3pp | 73.3%-42.6pp | 82.6%-51.9pp |
| Annual return | -7.88% | 977.43%-985.3pp | 718.14%-726.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $453 | $3,068-85.2% | $2,800-83.8% | $4,779-90.5% |
| Participant deferral / active EE | $735 | $4,050-81.8% | $3,704-80.1% | $5,609-86.9% |
| Admin fee / account holder | $95 | $5,907-98.4% | $5,113-98.1% | $10,827-99.1% |