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 | $27,328 | $131,829-79.3% | $108,579-74.8% | $273,961-90.0% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.6%-39.6pp | 83.0%-43.0pp |
| Annual return | 9.22% | -91.57%+100.8pp | -51.70%+60.9pp | 41.45%-32.2pp |
| Employer contribution / active EE | $1,473 | $4,912-70.0% | $3,758-60.8% | $4,869-69.8% |
| Participant deferral / active EE | $2,607 | $5,127-49.1% | $4,311-39.5% | $5,287-50.7% |
| Admin fee / account holder | $24 | $10,252-99.8% | $7,645-99.7% | $10,132-99.8% |