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 6-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 | $28,763 | $149,734-80.8% | $118,925-75.8% | $158,922-81.9% |
| Participation rate | 60.9% | 82.1%-21.2pp | 75.4%-14.5pp | 82.0%-21.1pp |
| Annual return | 0.00% | 19.95%-19.9pp | 35.88%-35.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,641 | $4,115-35.8% | $3,263-19.1% | $4,761-44.5% |
| Participant deferral / active EE | $3,887 | $5,223-25.6% | $4,265-8.9% | $5,982-35.0% |
| Admin fee / account holder | $81 | $8,603-99.1% | $6,581-98.8% | $11,246-99.3% |