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 | $58,880 | $64,707-9.0% | $112,228-47.5% | $68,494-14.0% |
| Participation rate | 43.6% | 67.2%-23.6pp | 75.1%-31.5pp | 67.9%-24.3pp |
| Annual return | -19.35% | -11.40%-8.0pp | 27.45%-46.8pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,670 | $2,746-2.8% | $3,635-26.5% | $2,596+2.8% |
| Participant deferral / active EE | $5,081 | $3,565+42.5% | $4,728+7.5% | $4,027+26.2% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |