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 | $37,277 | $64,707-42.4% | $112,228-66.8% | $68,494-45.6% |
| Participation rate | 45.8% | 67.2%-21.3pp | 75.1%-29.2pp | 67.9%-22.1pp |
| Annual return | -15.91% | -11.40%-4.5pp | 27.45%-43.4pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,132 | $2,746-22.4% | $3,635-41.3% | $2,596-17.9% |
| Participant deferral / active EE | $4,234 | $3,565+18.8% | $4,728-10.5% | $4,027+5.1% |
| Admin fee / account holder | $229 | $5,232-95.6% | $6,410-96.4% | $5,403-95.8% |