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 5-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 | $24,701 | $62,573-60.5% | $85,682-71.2% | $85,850-71.2% |
| Participation rate | 14.6% | 61.1%-46.5pp | 69.9%-55.2pp | 69.3%-54.7pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $3,571 | $1,757+103.3% | $2,618+36.4% | $2,565+39.2% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $67 | $4,640-98.6% | $6,873-99.0% | $6,260-98.9% |