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 9-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 | $43,281 | $67,331-35.7% | $60,874-28.9% | $134,475-67.8% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.1%-13.1pp | 81.2%-21.2pp |
| Annual return | -15.68% | 49.93%-65.6pp | 16.90%-32.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $3,575 | $3,096+15.5% | $2,701+32.3% | $4,740-24.6% |
| Participant deferral / active EE | $10,400 | $4,538+129.2% | $3,817+172.5% | $6,400+62.5% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |