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 | $27,119 | $97,125-72.1% | $86,233-68.6% | $137,256-80.2% |
| Participation rate | 56.3% | 74.2%-17.9pp | 69.0%-12.8pp | 80.0%-23.7pp |
| Annual return | 18.64% | 74.19%-55.5pp | 61.39%-42.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,316 | $2,841-53.7% | $2,504-47.5% | $4,156-68.3% |
| Participant deferral / active EE | $1,856 | $5,180-64.2% | $4,559-59.3% | $6,407-71.0% |
| Admin fee / account holder | $247 | $9,725-97.5% | $8,342-97.0% | $12,270-98.0% |