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 | $31,139 | $48,265-35.5% | $68,791-54.7% | $68,494-54.5% |
| Participation rate | 64.3% | 60.7%+3.6pp | 69.0%-4.7pp | 67.9%-3.6pp |
| Annual return | -15.61% | -12.71%-2.9pp | -6.38%-9.2pp | -7.84%-7.8pp |
| Employer contribution / active EE | $504 | $1,829-72.4% | $2,655-81.0% | $2,596-80.6% |
| Participant deferral / active EE | $1,314 | $2,867-54.2% | $3,941-66.7% | $4,027-67.4% |
| Admin fee / account holder | $13 | $4,355-99.7% | $4,932-99.7% | $5,403-99.8% |