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 | $17,425 | $30,732-43.3% | $59,496-70.7% | $59,632-70.8% |
| Participation rate | 63.0% | 43.2%+19.8pp | 54.6%+8.5pp | 68.7%-5.6pp |
| Annual return | 0.00% | 4.47%-4.5pp | 182.05%-182.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $269 | $631-57.3% | $1,153-76.6% | $2,203-87.8% |
| Participant deferral / active EE | $1,043 | $1,183-11.8% | $1,829-43.0% | $3,192-67.3% |
| Admin fee / account holder | $182 | $2,136-91.5% | $2,232-91.8% | $4,297-95.8% |