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 9-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 | $28,411 | $91,911-69.1% | $68,793-58.7% | $135,375-79.0% |
| Participation rate | 25.0% | 76.7%-51.7pp | 72.2%-47.2pp | 82.6%-57.6pp |
| Annual return | -9.43% | -8.22%-1.2pp | -4.63%-4.8pp | 519.73%-529.2pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,112 | $4,315-74.2% | $3,311-66.4% | $5,609-80.2% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |