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 | $40,870 | $62,586-34.7% | $76,768-46.8% | $64,186-36.3% |
| Participation rate | 54.5% | 72.8%-18.3pp | 77.0%-22.4pp | 69.6%-15.0pp |
| Annual return | -5.37% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $469 | $1,832-74.4% | $2,485-81.1% | $2,381-80.3% |
| Participant deferral / active EE | $2,788 | $3,145-11.3% | $3,852-27.6% | $3,470-19.6% |
| Admin fee / account holder | $200 | $4,667-95.7% | $6,675-97.0% | $4,888-95.9% |