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 | $25,254 | $43,723-42.2% | $121,196-79.2% | $64,186-60.7% |
| Participation rate | 36.2% | 58.3%-22.1pp | 71.7%-35.5pp | 69.6%-33.4pp |
| Annual return | -6.08% | 68.91%-75.0pp | 16.93%-23.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $563 | $1,296-56.6% | $4,022-86.0% | $2,381-76.3% |
| Participant deferral / active EE | $1,094 | $2,280-52.0% | $3,344-67.3% | $3,470-68.5% |
| Admin fee / account holder | $42 | $3,501-98.8% | $5,019-99.2% | $4,888-99.1% |