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 9-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 | $14,857 | $106,543-86.1% | $91,220-83.7% | $134,475-89.0% |
| Participation rate | 68.8% | 76.8%-8.1pp | 73.2%-4.4pp | 81.2%-12.5pp |
| Annual return | -16.50% | 160.60%-177.1pp | 114.01%-130.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,097 | $3,331-67.1% | $2,850-61.5% | $4,740-76.9% |
| Participant deferral / active EE | $2,172 | $4,719-54.0% | $4,234-48.7% | $6,400-66.1% |
| Admin fee / account holder | $177 | $6,231-97.2% | $5,420-96.7% | $11,426-98.5% |