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 | $12,851 | $27,641-53.5% | $61,373-79.1% | $68,494-81.2% |
| Participation rate | 33.3% | 39.5%-6.2pp | 52.6%-19.2pp | 67.9%-34.6pp |
| Annual return | -10.19% | -13.24%+3.1pp | 338.61%-348.8pp | -7.84%-2.3pp |
| Employer contribution / active EE | $596 | $695-14.4% | $1,159-48.6% | $2,596-77.1% |
| Participant deferral / active EE | $1,456 | $1,263+15.2% | $2,125-31.5% | $4,027-63.9% |
| Admin fee / account holder | $2 | $2,010-99.9% | $2,130-99.9% | $5,403-100.0% |