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 7-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 | $40,640 | $81,840-50.3% | $63,412-35.9% | $125,391-67.6% |
| Participation rate | 33.3% | 73.0%-39.7pp | 67.1%-33.8pp | 83.2%-49.9pp |
| Annual return | -3.45% | -0.10%-3.4pp | 4.04%-7.5pp | 282.22%-285.7pp |
| Employer contribution / active EE | $909 | $2,377-61.7% | $1,814-49.9% | $4,866-81.3% |
| Participant deferral / active EE | $6,000 | $3,064+95.8% | $2,496+140.4% | $5,352+12.1% |
| Admin fee / account holder | $0 | $4,951-100.0% | $3,753-100.0% | $9,540-100.0% |