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 3-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 | $43,697 | $58,927-25.8% | $76,817-43.1% | $72,985-40.1% |
| Participation rate | 51.1% | 67.3%-16.3pp | 72.1%-21.0pp | 69.5%-18.4pp |
| Annual return | 0.00% | 2305.64%-2305.6pp | 1166.11%-1166.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $783 | $1,787-56.2% | $2,302-66.0% | $2,440-67.9% |
| Participant deferral / active EE | $1,521 | $2,690-43.5% | $3,336-54.4% | $3,607-57.8% |
| Admin fee / account holder | $201 | $4,013-95.0% | $6,420-96.9% | $5,124-96.1% |