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 4-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 | $30,542 | $95,862-68.1% | $79,550-61.6% | $134,475-77.3% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | 0.00% | -2.69%+2.7pp | 0.16%-0.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,556 | $3,128+13.7% | $2,413+47.4% | $4,740-25.0% |
| Participant deferral / active EE | $14,900 | $4,693+217.5% | $3,985+273.9% | $6,400+132.8% |
| Admin fee / account holder | $140 | $9,126-98.5% | $6,832-97.9% | $11,426-98.8% |