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 | $12,013 | $67,331-82.2% | $60,874-80.3% | $134,475-91.1% |
| Participation rate | 31.6% | 76.2%-44.6pp | 73.1%-41.5pp | 81.2%-49.6pp |
| Annual return | -15.25% | 49.93%-65.2pp | 16.90%-32.1pp | 417.96%-433.2pp |
| Employer contribution / active EE | $682 | $3,096-78.0% | $2,701-74.7% | $4,740-85.6% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |