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 | $44,389 | $95,862-53.7% | $79,550-44.2% | $134,475-67.0% |
| Participation rate | 45.5% | 75.0%-29.6pp | 69.5%-24.0pp | 81.2%-35.8pp |
| Annual return | -14.40% | -2.69%-11.7pp | 0.16%-14.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,494 | $3,128-52.2% | $2,413-38.1% | $4,740-68.5% |
| Participant deferral / active EE | $3,256 | $4,693-30.6% | $3,985-18.3% | $6,400-49.1% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |