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 | $34,976 | $49,177-28.9% | $79,464-56.0% | $64,186-45.5% |
| Participation rate | 51.9% | 65.0%-13.2pp | 73.3%-21.5pp | 69.6%-17.7pp |
| Annual return | -7.07% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $935 | $2,076-55.0% | $2,800-66.6% | $2,381-60.7% |
| Participant deferral / active EE | $2,224 | $2,821-21.2% | $3,704-39.9% | $3,470-35.9% |
| Admin fee / account holder | $45 | $3,839-98.8% | $5,113-99.1% | $4,888-99.1% |