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 | $37,019 | $103,949-64.4% | $69,182-46.5% | $273,961-86.5% |
| Participation rate | 57.1% | 67.4%-10.2pp | 55.1%+2.0pp | 83.0%-25.9pp |
| Annual return | 0.28% | 35.28%-35.0pp | -21.93%+22.2pp | 41.45%-41.2pp |
| Employer contribution / active EE | $181 | $1,783-89.8% | $1,206-85.0% | $4,869-96.3% |
| Participant deferral / active EE | $494 | $2,716-81.8% | $1,897-74.0% | $5,287-90.7% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |