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 | $60,356 | $53,162+13.5% | $91,220-33.8% | $68,494-11.9% |
| Participation rate | 25.8% | 63.2%-37.4pp | 73.2%-47.4pp | 67.9%-42.1pp |
| Annual return | -16.02% | -3.14%-12.9pp | 114.01%-130.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $555 | $1,709-67.5% | $2,850-80.5% | $2,596-78.6% |
| Participant deferral / active EE | $1,337 | $2,974-55.0% | $4,234-68.4% | $4,027-66.8% |
| Admin fee / account holder | $41 | $4,493-99.1% | $5,420-99.2% | $5,403-99.2% |