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 | $15,297 | $83,337-81.6% | $67,834-77.4% | $273,961-94.4% |
| Participation rate | 50.0% | 76.4%-26.4pp | 68.8%-18.8pp | 83.0%-33.0pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $4,064 | $3,287+23.6% | $2,403+69.1% | $4,869-16.5% |
| Participant deferral / active EE | $5,569 | $4,088+36.2% | $3,160+76.2% | $5,287+5.3% |
| Admin fee / account holder | $252 | $6,752-96.3% | $4,622-94.5% | $10,132-97.5% |