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 | $61,469 | $107,791-43.0% | $90,645-32.2% | $135,375-54.6% |
| Participation rate | 58.8% | 78.0%-19.2pp | 74.0%-15.2pp | 82.6%-23.8pp |
| Annual return | -5.61% | -0.90%-4.7pp | 1.88%-7.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $733 | $3,018-75.7% | $2,532-71.1% | $4,779-84.7% |
| Participant deferral / active EE | $1,565 | $3,872-59.6% | $3,425-54.3% | $5,609-72.1% |
| Admin fee / account holder | $142 | $5,930-97.6% | $4,994-97.2% | $10,827-98.7% |