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 | $57,172 | $62,586-8.7% | $76,768-25.5% | $64,186-10.9% |
| Participation rate | 53.6% | 72.8%-19.2pp | 77.0%-23.4pp | 69.6%-16.0pp |
| Annual return | -4.91% | -1.95%-3.0pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,193 | $1,832-34.9% | $2,485-52.0% | $2,381-49.9% |
| Participant deferral / active EE | $1,998 | $3,145-36.5% | $3,852-48.1% | $3,470-42.4% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |