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 | $46,433 | $92,222-49.7% | $76,768-39.5% | $135,375-65.7% |
| Participation rate | 63.6% | 79.8%-16.1pp | 77.0%-13.3pp | 82.6%-19.0pp |
| Annual return | -5.75% | 5.46%-11.2pp | 2.43%-8.2pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,866 | $3,216-42.0% | $2,485-24.9% | $4,779-61.0% |
| Participant deferral / active EE | $6,788 | $4,509+50.6% | $3,852+76.2% | $5,609+21.0% |
| Admin fee / account holder | $285 | $10,748-97.4% | $6,675-95.7% | $10,827-97.4% |