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 | $35,778 | $45,863-22.0% | $77,024-53.5% | $68,494-47.8% |
| Participation rate | 10.5% | 55.9%-45.4pp | 67.9%-57.4pp | 67.9%-57.4pp |
| Annual return | -14.41% | 1.72%-16.1pp | 42.32%-56.7pp | -7.84%-6.6pp |
| Employer contribution / active EE | $717 | $1,650-56.5% | $2,812-74.5% | $2,596-72.4% |
| Participant deferral / active EE | $1,547 | $2,962-47.8% | $4,426-65.0% | $4,027-61.6% |
| Admin fee / account holder | $123 | $3,041-95.9% | $5,425-97.7% | $5,403-97.7% |