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 9-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 | $59,659 | $84,527-29.4% | $67,711-11.9% | $125,391-52.4% |
| Participation rate | 54.5% | 74.8%-20.2pp | 67.5%-13.0pp | 83.2%-28.6pp |
| Annual return | -0.76% | 2.57%-3.3pp | 25.41%-26.2pp | 282.22%-283.0pp |
| Employer contribution / active EE | $2,231 | $3,292-32.2% | $2,559-12.8% | $4,866-54.2% |
| Participant deferral / active EE | $7,672 | $4,429+73.2% | $3,585+114.0% | $5,352+43.4% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |