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 | $76,431 | $211,958-63.9% | $169,463-54.9% | $135,375-43.5% |
| Participation rate | 30.8% | 82.6%-51.9pp | 77.8%-47.0pp | 82.6%-51.9pp |
| Annual return | -6.21% | 3.26%-9.5pp | 1.83%-8.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,547 | $6,075-74.5% | $5,277-70.7% | $5,609-72.4% |
| Admin fee / account holder | $219 | $11,471-98.1% | $9,109-97.6% | $10,827-98.0% |