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 | $73,729 | $95,971-23.2% | $74,550-1.1% | $135,375-45.5% |
| Participation rate | 23.5% | 75.7%-52.1pp | 69.1%-45.6pp | 82.6%-59.1pp |
| Annual return | -3.71% | 56.96%-60.7pp | 32.53%-36.2pp | 519.73%-523.4pp |
| Employer contribution / active EE | $365 | $2,716-86.6% | $1,961-81.4% | $4,779-92.4% |
| Participant deferral / active EE | $2,169 | $3,843-43.6% | $3,108-30.2% | $5,609-61.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |