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 | $35,705 | $45,863-22.1% | $77,024-53.6% | $68,494-47.9% |
| Participation rate | 46.2% | 55.9%-9.8pp | 67.9%-21.8pp | 67.9%-21.7pp |
| Annual return | -15.68% | 1.72%-17.4pp | 42.32%-58.0pp | -7.84%-7.8pp |
| Employer contribution / active EE | $881 | $1,650-46.6% | $2,812-68.7% | $2,596-66.1% |
| Participant deferral / active EE | $1,979 | $2,962-33.2% | $4,426-55.3% | $4,027-50.9% |
| Admin fee / account holder | $118 | $3,041-96.1% | $5,425-97.8% | $5,403-97.8% |