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 | $22,102 | $197,825-88.8% | $155,790-85.8% | $125,391-82.4% |
| Participation rate | 53.8% | 82.1%-28.2pp | 76.1%-22.3pp | 83.2%-29.3pp |
| Annual return | 0.00% | 86.74%-86.7pp | 71.54%-71.5pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,180 | $4,847-75.7% | $3,836-69.2% | $4,866-75.8% |
| Participant deferral / active EE | $4,491 | $5,630-20.2% | $4,797-6.4% | $5,352-16.1% |
| Admin fee / account holder | $228 | $9,545-97.6% | $7,478-97.0% | $9,540-97.6% |