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 | $45,071 | $48,265-6.6% | $68,791-34.5% | $68,494-34.2% |
| Participation rate | 26.9% | 60.7%-33.8pp | 69.0%-42.1pp | 67.9%-41.0pp |
| Annual return | -15.33% | -12.71%-2.6pp | -6.38%-8.9pp | -7.84%-7.5pp |
| Employer contribution / active EE | $886 | $1,829-51.6% | $2,655-66.6% | $2,596-65.9% |
| Participant deferral / active EE | $1,477 | $2,867-48.5% | $3,941-62.5% | $4,027-63.3% |
| Admin fee / account holder | $0 | $4,355-100.0% | $4,932-100.0% | $5,403-100.0% |