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 4-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 | $33,049 | $142,344-76.8% | $119,609-72.4% | $134,475-75.4% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | 949.84% | -12.44%+962.3pp | -14.97%+964.8pp | 417.96%+531.9pp |
| Employer contribution / active EE | $1,541 | $5,222-70.5% | $4,232-63.6% | $4,740-67.5% |
| Participant deferral / active EE | $10,896 | $6,469+68.4% | $5,602+94.5% | $6,400+70.3% |
| Admin fee / account holder | $121 | $13,584-99.1% | $10,323-98.8% | $11,426-98.9% |