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 | $16,259 | $42,383-61.6% | $76,523-78.8% | $64,186-74.7% |
| Participation rate | 50.0% | 58.1%-8.1pp | 68.0%-18.0pp | 69.6%-19.6pp |
| Annual return | -8.97% | -16.54%+7.6pp | -0.27%-8.7pp | 7.63%-16.6pp |
| Employer contribution / active EE | $473 | $1,563-69.7% | $2,647-82.1% | $2,381-80.1% |
| Participant deferral / active EE | $1,320 | $2,566-48.6% | $3,835-65.6% | $3,470-62.0% |
| Admin fee / account holder | $131 | $3,198-95.9% | $4,848-97.3% | $4,888-97.3% |