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 | $8,940 | $32,117-72.2% | $71,086-87.4% | $64,186-86.1% |
| Participation rate | 26.8% | 42.7%-15.9pp | 54.7%-27.8pp | 69.6%-42.7pp |
| Annual return | -7.57% | -5.57%-2.0pp | 650.59%-658.2pp | 7.63%-15.2pp |
| Employer contribution / active EE | $352 | $712-50.6% | $1,088-67.7% | $2,381-85.2% |
| Participant deferral / active EE | $1,011 | $1,263-20.0% | $1,874-46.1% | $3,470-70.9% |
| Admin fee / account holder | $31 | $2,759-98.9% | $3,082-99.0% | $4,888-99.4% |