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 8-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 | $71,680 | $77,813-7.9% | $123,544-42.0% | $64,186+11.7% |
| Participation rate | 60.0% | 74.7%-14.7pp | 82.3%-22.3pp | 69.6%-9.6pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,902 | $3,014-3.7% | $4,628-37.3% | $2,381+21.9% |
| Participant deferral / active EE | $5,518 | $5,240+5.3% | $6,426-14.1% | $3,470+59.0% |
| Admin fee / account holder | $43 | $5,519-99.2% | $9,284-99.5% | $4,888-99.1% |