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 7-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 | $82,657 | $107,334-23.0% | $92,893-11.0% | $152,861-45.9% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.4%-28.6pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,149 | $4,221-72.8% | $3,653-68.5% | $4,762-75.9% |
| Participant deferral / active EE | $3,625 | $4,845-25.2% | $4,236-14.4% | $5,850-38.0% |
| Admin fee / account holder | $298 | $7,079-95.8% | $5,794-94.9% | $11,596-97.4% |