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 | $20,455 | $57,354-64.3% | $83,848-75.6% | $64,186-68.1% |
| Participation rate | 66.1% | 68.6%-2.5pp | 76.1%-10.1pp | 69.6%-3.5pp |
| Annual return | -4.74% | 11.38%-16.1pp | 850.88%-855.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,184 | $2,545-53.5% | $3,631-67.4% | $2,381-50.3% |
| Participant deferral / active EE | $1,542 | $2,993-48.5% | $4,082-62.2% | $3,470-55.5% |
| Admin fee / account holder | $284 | $4,046-93.0% | $5,478-94.8% | $4,888-94.2% |