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 | $18,574 | $45,863-59.5% | $77,024-75.9% | $68,494-72.9% |
| Participation rate | 25.9% | 55.9%-30.0pp | 67.9%-42.0pp | 67.9%-42.0pp |
| Annual return | -17.78% | 1.72%-19.5pp | 42.32%-60.1pp | -7.84%-9.9pp |
| Employer contribution / active EE | $566 | $1,650-65.7% | $2,812-79.9% | $2,596-78.2% |
| Participant deferral / active EE | $1,086 | $2,962-63.3% | $4,426-75.5% | $4,027-73.0% |
| Admin fee / account holder | $205 | $3,041-93.3% | $5,425-96.2% | $5,403-96.2% |