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 9-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 | $52,785 | $97,757-46.0% | $83,848-37.0% | $135,375-61.0% |
| Participation rate | 47.1% | 80.0%-32.9pp | 76.1%-29.1pp | 82.6%-35.6pp |
| Annual return | -9.17% | 1287.37%-1296.5pp | 850.88%-860.0pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,552 | $4,222-63.2% | $3,631-57.3% | $4,779-67.5% |
| Participant deferral / active EE | $2,168 | $4,682-53.7% | $4,082-46.9% | $5,609-61.3% |
| Admin fee / account holder | $149 | $6,674-97.8% | $5,478-97.3% | $10,827-98.6% |