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 | $10,778 | $32,037-66.4% | $69,182-84.4% | $62,891-82.9% |
| Participation rate | 56.0% | 43.4%+12.6pp | 55.1%+0.9pp | 69.3%-13.3pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $618 | $679-9.0% | $1,206-48.8% | $2,281-72.9% |
| Participant deferral / active EE | $1,874 | $1,185+58.1% | $1,897-1.2% | $3,203-41.5% |
| Admin fee / account holder | $13 | $2,608-99.5% | $2,697-99.5% | $4,296-99.7% |