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 | $27,156 | $49,177-44.8% | $79,464-65.8% | $64,186-57.7% |
| Participation rate | 66.7% | 65.0%+1.6pp | 73.3%-6.7pp | 69.6%-2.9pp |
| Annual return | -4.05% | -1.16%-2.9pp | 718.14%-722.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,701 | $2,076+30.1% | $2,800-3.6% | $2,381+13.4% |
| Participant deferral / active EE | $2,884 | $2,821+2.2% | $3,704-22.1% | $3,470-16.9% |
| Admin fee / account holder | $206 | $3,839-94.6% | $5,113-96.0% | $4,888-95.8% |