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 5-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 | $49,571 | $82,286-39.8% | $68,791-27.9% | $134,475-63.1% |
| Participation rate | 62.5% | 75.1%-12.6pp | 69.0%-6.5pp | 81.2%-18.7pp |
| Annual return | -15.20% | -2.19%-13.0pp | -6.38%-8.8pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,347 | $3,301-59.2% | $2,655-49.3% | $4,740-71.6% |
| Participant deferral / active EE | $3,825 | $4,739-19.3% | $3,941-2.9% | $6,400-40.2% |
| Admin fee / account holder | $14 | $6,481-99.8% | $4,932-99.7% | $11,426-99.9% |