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 | $22,480 | $52,681-57.3% | $75,781-70.3% | $59,632-62.3% |
| Participation rate | 44.1% | 67.2%-23.1pp | 75.8%-31.7pp | 68.7%-24.6pp |
| Annual return | -2.14% | 2.95%-5.1pp | 9.68%-11.8pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $434 | $2,193-80.2% | $3,323-86.9% | $2,203-80.3% |
| Participant deferral / active EE | $1,007 | $2,591-61.1% | $3,651-72.4% | $3,192-68.4% |
| Admin fee / account holder | $94 | $3,610-97.4% | $5,299-98.2% | $4,297-97.8% |