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 7-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 | $22,539 | $157,256-85.7% | $141,162-84.0% | $152,861-85.3% |
| Participation rate | 31.6% | 84.8%-53.2pp | 82.5%-50.9pp | 82.4%-50.9pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,189 | $5,261-77.4% | $4,735-74.9% | $4,762-75.0% |
| Participant deferral / active EE | $2,926 | $7,109-58.8% | $6,709-56.4% | $5,850-50.0% |
| Admin fee / account holder | $116 | $12,120-99.0% | $10,261-98.9% | $11,596-99.0% |