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 | $29,195 | $39,798-26.6% | $67,711-56.9% | $59,632-51.0% |
| Participation rate | 43.5% | 57.4%-13.8pp | 67.5%-24.0pp | 68.7%-25.1pp |
| Annual return | 0.00% | 89.94%-89.9pp | 25.41%-25.4pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $763 | $1,393-45.2% | $2,559-70.2% | $2,203-65.4% |
| Participant deferral / active EE | $1,118 | $2,335-52.1% | $3,585-68.8% | $3,192-65.0% |
| Admin fee / account holder | $0 | $3,212-100.0% | $4,255-100.0% | $4,297-100.0% |