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 | $74,199 | $211,958-65.0% | $169,463-56.2% | $135,375-45.2% |
| Participation rate | 45.5% | 82.6%-37.2pp | 77.8%-32.3pp | 82.6%-37.2pp |
| Annual return | -4.21% | 3.26%-7.5pp | 1.83%-6.0pp | 519.73%-523.9pp |
| Employer contribution / active EE | $976 | $5,120-80.9% | $4,159-76.5% | $4,779-79.6% |
| Participant deferral / active EE | $3,674 | $6,075-39.5% | $5,277-30.4% | $5,609-34.5% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |