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 | $19,949 | $100,901-80.2% | $75,670-73.6% | $147,584-86.5% |
| Participation rate | 35.3% | 77.1%-41.8pp | 72.3%-37.1pp | 82.8%-47.5pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.34%-27.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,536 | $3,253-52.8% | $2,352-34.7% | $4,876-68.5% |
| Participant deferral / active EE | $3,868 | $4,027-4.0% | $3,142+23.1% | $5,439-28.9% |
| Admin fee / account holder | $137 | $11,285-98.8% | $5,800-97.6% | $10,885-98.7% |