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 | $43,295 | $82,286-47.4% | $68,791-37.1% | $134,475-67.8% |
| Participation rate | 31.8% | 75.1%-43.2pp | 69.0%-37.2pp | 81.2%-49.4pp |
| Annual return | -9.83% | -2.19%-7.6pp | -6.38%-3.5pp | 417.96%-427.8pp |
| Employer contribution / active EE | $721 | $3,301-78.2% | $2,655-72.9% | $4,740-84.8% |
| Participant deferral / active EE | $1,891 | $4,739-60.1% | $3,941-52.0% | $6,400-70.4% |
| Admin fee / account holder | $200 | $6,481-96.9% | $4,932-96.0% | $11,426-98.3% |