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 6-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 | $46,757 | $167,484-72.1% | $151,611-69.2% | $134,475-65.2% |
| Participation rate | 45.5% | 88.4%-42.9pp | 87.5%-42.0pp | 81.2%-35.8pp |
| Annual return | -10.17% | 7.80%-18.0pp | 3.33%-13.5pp | 417.96%-428.1pp |
| Employer contribution / active EE | $2,377 | $6,829-65.2% | $6,166-61.5% | $4,740-49.9% |
| Participant deferral / active EE | $4,647 | $8,986-48.3% | $8,363-44.4% | $6,400-27.4% |
| Admin fee / account holder | $43 | $13,783-99.7% | $11,616-99.6% | $11,426-99.6% |