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 8-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 | $36,517 | $152,509-76.1% | $117,472-68.9% | $134,475-72.8% |
| Participation rate | 28.6% | 77.1%-48.5pp | 70.6%-42.0pp | 81.2%-52.7pp |
| Annual return | -17.49% | 52.99%-70.5pp | 29.74%-47.2pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,252 | $5,571-77.5% | $4,176-70.0% | $4,740-73.6% |
| Participant deferral / active EE | $857 | $4,818-82.2% | $4,070-78.9% | $6,400-86.6% |
| Admin fee / account holder | $11 | $7,004-99.8% | $5,645-99.8% | $11,426-99.9% |